Monthly Archives: July 2025
41654156156Yen Under Pressure as Policy and Trade Risks Mount
Written on July 9, 2025 at 3:09 am, by pumarketings
Key Takeaways:*With swaps now pricing just 10bps of tightening, Japan’s monetary inertia continues to weigh heavily on the yen. *Washington’s proposed 25% tariffs on Japanese goods erode the yen’s safe-haven appeal. *Despite a strong current account and cheap yen, structural drags—subdued wage growth and fragile domestic demand—undermine the JPY. Market Summary: In a televised cabinetContinue Reading
Copper Soars to Record High as Trump Proposes 50% Tariff on Imports
Written on July 9, 2025 at 3:04 am, by pumarketings
Key Takeaways:*President Trump proposed an additional 50% tariff on imported copper to boost domestic production, jolting financial markets. *The announcement sent copper prices soaring over 10% to $5.67/lb, an all-time high, as traders reacted to potential supply disruptions and increased costs. Market Summary: In a televised cabinet session yesterday, President Trump jolted markets once againContinue Reading
Dollar Strengthens on Fresh Tariff Measures as Markets Eye Trade Uncertainty
Written on July 9, 2025 at 2:57 am, by pumarketings
Key Takeaways:*The Dollar Index rose to 97.84, a two-week high, after President Trump unveiled a surprise 50% tariff on imported copper alongside broader tariff hikes targeting 14 nations *The move is viewed as an attempt to counterbalance fiscal concerns sparked by the recently passed “Big and Beautiful” tax cut bill, which had previously pressured theContinue Reading
