Yearly Archives: 2026
41654156156Stocks Rebound as ADP Miss Eases Rate-Hike Fears; NFP Awaited
Written on September 3, 2026 at 11:23 am, by pumarketings
Key Takeaways: *U.S. equities recovered after ADP reported just 38,000 private-sector jobs added in August, below expectations of around 47,000. The weaker reading eased concerns over Fed tightening and helped Treasury yields retreat. *Signs of a cooling labour market have encouraged investors to reassess September rate expectations, improving risk sentiment and allowing major indexes toContinue Reading
Yen Gains on Hawkish BoJ Signals, U.S. NFP in Focus
Written on September 3, 2026 at 11:04 am, by pumarketings
Key Takeaways: *The Japanese yen has recovered from recent multi-decade lows as BoJ officials signal stronger support for further policy normalisation. *Backing from U.S. Treasury Secretary Scott Bessent and speculation over possible BoJ rate checks have heightened expectations of official action to stabilise the yen. *Despite improving policy support, the wide Japan–U.S. yield gap continuesContinue Reading
Oil Shock, Fed Bets and NFP Set the Stage for USD and Gold
Written on September 3, 2026 at 10:52 am, by pumarketings
Key Takeaways: *US-Iran tensions and Strait of Hormuz risks are keeping inflation concerns elevated. *Markets now price around 62–67% odds of a September hike, supporting the USD and Treasury yields. *August ADP payrolls rose only 38K, increasing downside risks for the dollar. Market Summary: The US dollar and gold are currently being driven by aContinue Reading
