Monthly Archives: August 2025
41654156156Policy Paralysis and Tariff Threats Undermine Yen Stability
Written on August 8, 2025 at 6:16 am, by pumarketings
Key Takeaways: *Trump’s proposed stacked tariffs on Japanese imports raise trade war fears, but Yen gains remain capped by weak household spending and real wage declines. *BoJ division deepens as policymakers weigh sub-neutral rates against deteriorating growth forecasts and political uncertainty. *Despite safe-haven flows on geopolitical risk, the Yen struggles to rally meaningfully as FedContinue Reading
Trump Executive Order Opens 401(k) Access to Crypto; Markets Rally on Risk-On Sentiment
Written on August 8, 2025 at 6:13 am, by pumarketings
Key Takeaways: *A surprise executive order directs regulators to enable 401(k) access to private equity, real estate, and cryptocurrencies—potentially unlocking trillions in new investment flows. *Digital assets surged following the announcement, buoyed by expectations of mainstream adoption and federal-level endorsement. *Wall Street indices rallied toward record highs, while the Crypto Fear & Greed Index hitContinue Reading
Dollar Under Pressure Amid Tariff Escalations and Weak Labor Data
Written on August 8, 2025 at 6:10 am, by pumarketings
Key Takeaways: *Trump imposed an additional 25% tariff on Indian goods over its Russian oil imports, while proposing a 100% tariff on chip imports—fueling concerns about U.S. trade unpredictability. *Renewed pressure on Russia ahead of the August 8 ceasefire deadline set by Trump and threats of secondary sanctions have added to global uncertainty. *U.S. joblessContinue Reading
