Monthly Archives: July 2025
41654156156JPY Rises on Fiscal Jitters and Trade Tensions
Written on July 10, 2025 at 2:59 am, by pumarketings
Key Takeaways: *USD/JPY weakens as JGB yields surge, with the 20-year yield hitting a 25-year high, narrowing the yield gap with U.S. Treasuries and supporting the yen. *Rising fiscal concerns ahead of Japan’s July 20 election are ironically driving safe-haven flows into JPY, as investors brace for increased volatility and budget uncertainty. *Trump’s tariff threatContinue Reading
Wall Street Extends Gains as AI Momentum and Fed Minutes Boost Sentiment
Written on July 10, 2025 at 2:52 am, by pumarketings
Key Takeaways: *Nasdaq rose nearly 200 points, driven by a sharp rally in Nvidia. *Fed minutes showed some officials open to a rate cut as early as July. *Market sentiment improved after Trump signaled positive progress in trade talks with the EU. Market Summary: U.S. equity markets extended their rally in the last session, withContinue Reading
Fed Minutes Reveal Divided Outlook on Rate Cuts
Written on July 10, 2025 at 2:50 am, by pumarketings
Key Takeaways: *Fed Split on Policy Path: June minutes showed a divide—some members cited inflation risks, others flagged weak labor data. No clear rate cut signal yet. *DXY Pulls Back: The Dollar Index eased after the minutes, lacking strong policy direction. *Debt Concerns Grow: Trump’s multi-trillion-dollar tax bill raises long-term fiscal worries. CBO sees U.S.Continue Reading
