Monthly Archives: August 2025
41654156156Yen Slides on Yield Gap and BOJ Inaction
Written on August 1, 2025 at 5:56 am, by pumarketings
Key Takeaways: *BoJ expected to hold, but rate hike risks linger as inflation stays sticky. *Trade deals with the U.S. eases external pressures, giving BoJ policy space. *Cautious tone likely from BoJ, but upward inflation forecast may stir hike expectations. Market Summary: The Japanese yen continues to trade near multi-month lows, with USD/JPY hovering justContinue Reading
Euro Steady but Trade and ECB Risks Persist
Written on August 1, 2025 at 5:53 am, by pumarketings
Key Takeaways: *ECB remains cautious as inflation lingers and trade risks mount. *U.S. tariff deal caps damage, but sectoral strains persist. *EUR stays range-bound with downside risk if Fed stays hawkish. Market Summary: The euro remained range-bound near the $1.14–1.16 corridor as markets digested the broader implications of the EU’s new trade arrangement with theContinue Reading
Markets on Edge Ahead of NFP as Tariff Uncertainty Weighs
Written on August 1, 2025 at 5:51 am, by pumarketings
Key Takeaways: *The U.S. extended its tariff pause to August 1, but Canada’s 35% export tariff rattled markets, while Wall Street and crypto closed lower. *Investors await the Nonfarm Payrolls report, with strong expectations that could cement the Fed’s hawkish stance. *The dollar index rose above 100.00, and a robust NFP print could extend itsContinue Reading
