Monthly Archives: July 2025
41654156156Central Banks, Housing, and Business Sentiment Steer Market Mood
Written on July 18, 2025 at 6:07 am, by pumarketings
The Week Ahead: Week of July 21, 2025 (GMT+3) Weekly Market PreviewAs the second half of 2025 unfolds, the macro spotlight shifts to central bank signaling and real-economy momentum. The European Central Bank headlines the week with its July rate decision and press conference, where markets expect a pause following June’s 25bps cut. With EurozoneContinue Reading
Sterling Steady as Inflation and Jobs Data Diverge
Written on July 18, 2025 at 3:44 am, by pumarketings
Key Takeaways: *Sticky inflation and upside CPI surprise keep BoE cautious, with no clear signal for near-term rate cuts. *Pound supported by strong UK job growth and improved global risk appetite following the tentative Middle East ceasefire. *Fiscal uncertainty and dollar strength continue to cap Sterling’s upside amid lingering global funding risks. Market Summary: TheContinue Reading
Yen Weakens as Japan Election and US Trade Tensions Fuel Uncertainty
Written on July 18, 2025 at 3:41 am, by pumarketings
Key Takeaways: *Japanese yen hovers near multi-week lows ahead of the Upper House election on July 20. *Rising concerns over US-Japan trade tensions, with Washington considering a 25% tariff if no deal is reached by August 1. *Steepening JGB yield curve signals increased speculation over potential BoJ rate cuts. Market Summary: The Japanese yen continuedContinue Reading
