Monthly Archives: September 2025
41654156156Yen Balances Domestic Growth and Trade Risks
Written on September 1, 2025 at 3:31 am, by pumarketings
Key Takeaways: *Japan’s Q2 GDP grew 1.0% annualized, led by strong capex (+7.6%) and solid domestic demand. *External headwinds persist, with manufacturing PMI below 50 and auto sector profits plunging 30% under U.S. tariffs. *Yen’s near-term path hinges on whether domestic strength offsets trade drag, as BoJ eyes cautious policy normalization. Market Summary: The JapaneseContinue Reading
Oil Slips as Supply Swells, Demand Weakens
Written on September 1, 2025 at 3:30 am, by pumarketings
Key Takeaways: *Oil fell under pressure as record U.S. output and surging non-OPEC supply overshadowed geopolitical risks. *Weak Chinese PMI data reinforced demand concerns, with Brent now forecast to slip into the $60 by year-end. *Despite Russian refinery strikes, traders are discounting disruption risks, keeping sentiment bearish ahead of OPEC+ on Sept 7. Market Summary:Continue Reading
Loonie Weakens as Trade Shocks Hit Exports
Written on September 1, 2025 at 3:22 am, by pumarketings
Key Takeaways: *Canada’s Q2 GDP contracted 1.6% annualized, its worst since the pandemic, driven by a 7.5% export collapse under U.S. tariffs. *Domestic demand rose 3.5%, showing internal resilience even as trade shocks dismantled external growth. *Markets boosted bets on a September BoC cut, with recovery prospects hinging on Washington’s tariff path and NAFTA talks.Continue Reading
