Monthly Archives: July 2025
41654156156Dollar Gains on Tariff Clarity and Robust Data, But Faces Renewed Headwinds
Written on July 21, 2025 at 3:57 am, by pumarketings
Key Takeaways: *The market welcomed Trump’s detailed trade plan ahead of August 1 rollout. *Solid U.S. data reinforces greenback strength, though Treasury yields slid to monthly lows. *Traders now await Powell’s speech for clues on the Fed’s policy path amid global trade jitters. Market Summary: The U.S. dollar extended its gains, climbing over 0.7% toContinue Reading
Euro Struggles Beneath Sanctions and Tariff Risks
Written on July 21, 2025 at 1:19 am, by pumarketings
Key Takeaways: *Geopolitical support from EU sanctions is offset by internal ECB policy divisions and labor unrest. *U.S.-EU tariff tensions loom large, with up to €380B in exports at risk if trade talks collapse. *The eurozone economy shows signs of fragility, with weak construction data and slowing trade balance gains. Market Summary: The euro maintainedContinue Reading
Yen Weighed Down by Political and Trade Uncertainty
Written on July 21, 2025 at 1:13 am, by pumarketings
Key Takeaways: *Political instability is rising as PM Ishiba’s coalition risks losing its upper house majority. *Inflation pressures remain acute for households, while the BoJ resists policy normalization. *Trade tensions with the U.S. and the August 1 auto tariff deadline threaten Japan’s export-reliant economy. Market Summary: The Japanese yen remains under pressure as political andContinue Reading
