Trump Vietnam Pact Suggests Future Tariffs for China, Its Transshipment; Asia Air Cargo Volume Declines with US Policy Shift; Samsung Still Top Asian Equity Fund Target; Japan Household Spending Bounces Back • US President Donald Trump’s recent trade deal with Vietnam is a direct indication of the future tariff policy of the US government toward […]

Dollar on the Edge: Will US Jobs Data Trigger the Next Big Move? USD Outlook: • Too early to call ‘peak bearishness’ on the dollar. • Fed Chair Powell resists rate cut pressure, but today’s US Jobs Report (+106k expected) is crucial. • A weak report could shift market bets towards a July rate cut […]

U.S. Dollar Under Pressure: Market Risks You Can’t Ignore • Mounting concerns over U.S. national debt, with Trump’s tax-cut and spending bill expected to add $3.3 trillion to the deficit• Erratic tariff policies under President Trump fueling global uncertainty and investor anxiety• Expectations of Fed rate cuts intensifying after Trump’s public pressure on Fed Chair […]

Wall Street Rally Pauses as Tax Bill, Trade Risks Resurface • US stock futures are down slightly after the S&P 500 and Nasdaq closed at fresh all-time highs on Monday.• Market optimism has been driven by hopes for more trade deals and potential interest rate cuts from the Federal Reserve.• Focus now shifts to President […]

Trump’s Tariff Policies Stoke Investment Flight to Europe amid US Trade Talks; European Equities Outperform US; Gold Holds Firm Amid Economic Uncertainty • US President Donald Trump’s “erratic” tariff policies are causing a sharp shift in investment globally, with investors and businesses increasingly choosing Europe over the US. European ventures, particularly hydrogen, are in focus […]

Wall Street Inches Toward Record Highs — What’s Fueling the Rally? The S&P 500 has surged 23 percent since its April lows, now just a few points away from its all-time high of 6,144 set in February. The tech-heavy Nasdaq is also within reach of its December 2024 record, supported by strong performance in technology […]

Global Economic Nerves: Tariffs to Spark US Inflation; Iran Announces Victory Over Israel & US; Copper Constriction Tightens; Nvidia Takes Most Valuable Company Crown • Richmond Federal Reserve President Thomas Barkin said that tariffs imposed by President Trump are “very likely” to push inflation higher in the next few months, but he does not see […]

Asian Markets Struggle Amid Trump-Powell Tensions and Dollar Weakness • Asian stock markets remain cautious as investors digest political tensions and mixed economic signals. • A temporary ceasefire between Israel and Iran has calmed oil supply concerns, providing slight market relief. • The MSCI Asia-Pacific index outside Japan was mostly flat, with Tokyo’s Nikkei climbing […]

Powell Pledges Fed’s Conservative Stance on Rates in the Face of Tariff Inflation Jitters; NATO Ups Defense Spending to 5% of GDP; US “X Date” Looms as Bond Funds See Binge Inflows • Federal Reserve Chairman Jerome Powell continued his Congressional testimony, promising that the central bank will not move hastily to reduce interest rates […]

Fed Shifts Tone: Growing Momentum for Interest Rate Cuts • The Federal Reserve kept interest rates steady last week, triggering criticism from President Trump and the administration. • In recent days, several senior Fed officials have expressed support for cutting rates as early as the next meeting in July. • Fed Governor Christopher Waller said […]