Monthly Archives: August 2025
41654156156Oil Slips on Ceasefire Hopes, Supply Risks Linger
Written on August 11, 2025 at 5:48 am, by pumarketings
Key Takeaways: *Trump–Putin Alaska summit on August 15 raises hopes for a ceasefire and potential easing of Russian oil sanctions, pressuring prices. *Ukrainian drone strikes on Russian refineries disrupt fuel output, adding a supply risk premium despite broader bearish sentiment. *Persistent underinvestment in upstream capacity limits global supply flexibility, keeping volatility elevated ahead of theContinue Reading
Gold Dips Ahead of CPI, Trade Talk Deadlines
Written on August 11, 2025 at 5:44 am, by pumarketings
Key Takeaways: *Gold retreats from record highs as dollar strength and easing geopolitical tensions dampen safe-haven demand. *Trump’s tariffs on Swiss gold bars spark supply disruptions and premium spikes, despite partial White House pushback. *Steady PBOC purchases and tightening long-term supply keep bullish bias intact ahead of U.S. CPI and China trade talks. Market Summary:Continue Reading
Australia’s Economic Crossroads: Cooling Growth Meets Policy Uncertainty
Written on August 11, 2025 at 5:39 am, by pumarketings
Key Takeaways: *Australia’s Q1 GDP grew just 0.2%, with inflation below target and labor market weakness emerging; unemployment seen rising to 4.3–4.5%. *Trump’s “Liberation Day” tariffs have added global risk headwinds, pushing the RBA toward faster monetary easing. *AUD at 2025 Highs: With a 25 bps RBA cut fully priced in, any surprise move orContinue Reading
