About: pumarketings
Recent Posts by pumarketings
Hawkish Cut Underscores Inflation Resolve, Trade Risks Linger
Key Takeaways: *BoE’s hawkish 25bps cut and split vote signal policy caution, keeping Sterling supported despite slowing wage growth and rising unemployment. *Sticky services inflation and a revised 4% September CPI forecast reduce odds of aggressive easing, anchoring GBP above 1.34. *While UK fiscal risks and Trump’s tariff threats loom, markets view the BoE asContinue Reading
Policy Paralysis and Tariff Threats Undermine Yen Stability
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
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
