Monthly Archives: November 2025
41654156156Tech-Led Surge Sends Nasdaq Higher Amid Fed Dovish Signals
Written on November 25, 2025 at 5:45 am, by pumarketings
Key Takeaways: *Tech-Led Rebound: Nasdaq surged 2.7%, driven by AI-adjacent stocks and the “Magnificent Seven,” as investor sentiment shifted from AI bubble fears to optimism around a potential year-end Fed-driven “melt-up.” *Fed Influence: Dovish signals from Fed officials on a cooling labor market sharply increased December rate-cut odds, easing concerns over tighter financial conditions andContinue Reading
Intervention Risks Mount as USD/JPY Nears 158; All Eyes on Wednesday’s BoJ Core CPI
Written on November 25, 2025 at 5:43 am, by pumarketings
Key Takeaways: *USD/JPY remains pinned near multi-month highs, consolidating around 156.80–157.00 and edging toward the 158–160 intervention zone as wide U.S.–Japan yield spreads and fiscal concerns continue to weigh on the Yen. *Intervention risks are rising, with advisor Takuji Aida signaling Japan is prepared to “actively intervene,” and the Takaichi administration seen as more assertiveContinue Reading
RBNZ Rate Cut Expected Amid Economic Slowdown; NZD Vulnerable
Written on November 25, 2025 at 5:38 am, by pumarketings
Key Takeaways: *RBNZ expected to cut the OCR by 25 bps to 2.25%, marking a third consecutive easing move as policymakers respond to rising unemployment and contracting GDP. *NZD weakness largely priced in, with NZD/USD already at its lowest level since April, limiting immediate post-decision volatility but reflecting entrenched bearish sentiment. *The medium-term outlook remainsContinue Reading
