Tariff Fears Keep the Dollar on Edge: What to Watch Next Tariff Threat Keeps the Dollar Under Pressure• Despite a better-than-expected June US jobs report, the dollar remains soft• US yields jumped 10 to 12 basis points, but FX markets ignored the usual correlation• Elevated FX option volatility shows market nerves ahead of potential new […]

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 […]