05/05/2025 Market Watch Dollar Drops as Asia FX Gains in Quiet Holiday Trade Key Takeaways: The US dollar is under pressure as Asia Pacific currencies gain strength. Markets are reacting to speculation about US semiconductor tariffs and potential currency revaluation agreements. Australian dollar hits a five-month high after Labor Party election victory. Equity markets show… Continue reading Dollar Drops as Asia FX Gains in Quiet Holiday Trade
Category: Market Analysis
Dollar Correction Continues, Mixed Macro Signals
03/05/2025 Week Ahead Dollar Correction Continues, Mixed Macro Signals Key Takeaways: Conflicting signals emerge from U.S.-China trade relations. U.S. economy contracts in Q1; Treasury Secretary blames effective embargo on China. Fed unlikely to pivot as labor market holds strong. Dollar recovery uncertain but signs point to continued upside. BoE expected to cut rates by 25bps… Continue reading Dollar Correction Continues, Mixed Macro Signals
Risk Sentiment Improves Ahead of U.S. Jobs Data
02/05/2025 Market Watch Risk Sentiment Improves Ahead of U.S. Jobs Data Key Takeaways: US dollar retreats despite recent signs of economic resilience. Risk sentiment lifted by hints of US-China dialogue, but skepticism remains. Global equities rally; bond yields mixed; gold recovers from recent lows. Oil pulls back ahead of key OPEC+ meeting despite Iranian sanctions… Continue reading Risk Sentiment Improves Ahead of U.S. Jobs Data
Dollar Firms Amid Thin May Day Trading; Yen Slides Post-BOJ
01/05/2025 Market Watch Dollar Firms Amid Thin May Day Trading; Yen Slides Post-BOJ Key Takeaways: US dollar strengthens slightly; yen weakest following dovish BOJ. Euro and sterling see limited downside moves; Canadian dollar under pressure. Equity markets generally higher, led by strong US earnings. Treasury yields ease; gold and oil extend recent declines. The US… Continue reading Dollar Firms Amid Thin May Day Trading; Yen Slides Post-BOJ
Dollar Steady in Quiet Market as Eurozone GDP Beats Forecasts
30/04/2025 Market Watch Dollar Steady in Quiet Market as Eurozone GDP Beats Forecasts Key Takeaways: USD remains largely unchanged across G10; yen and sterling weaken. EM Asia FX firms, CE Europe lags despite strong eurozone GDP. PBOC continues to guide yuan stronger ahead of May Day holiday. Equities mixed: APAC mostly green, China lags; Europe… Continue reading Dollar Steady in Quiet Market as Eurozone GDP Beats Forecasts
USD Firms on Trump’s Tariff Easing Plans
29/04/2025 Market Watch USD Firms on Trump’s Tariff Easing Plans Key Takeaways: The USD strengthens broadly amid reports President Trump may ease tariffs on imported auto parts and metals. Canadian dollar leads G10 peers post-Liberal election victory, though minority government status remains. Risk-sensitive currencies (JPY, CHF) weaken amid improved market sentiment. Equities mostly positive; Europe… Continue reading USD Firms on Trump’s Tariff Easing Plans
Global Markets Reprice America
27/04/2025 Week Ahead Global Markets Reprice America Key Takeaways: US economic leadership is eroding amid erratic policies and institutional strain. Global growth risks are rising as trade tensions and geopolitical instability spread. Dollar weakness reflects deeper concerns about American dependability. Central banks are preparing rate cuts; political risks around Fed independence remain elevated. The global… Continue reading Global Markets Reprice America
Trade Tensions Ease, Growth Risks Remain
23/04/2025 Market Watch Trade Tensions Ease, Growth Risks Remain Key Takeaways: Trump says he has no intention to fire Powell, easing Fed independence concerns. US-China trade rhetoric softened; a deal is said to be possible, though no confirmation yet. IMF slashes global growth forecast to 2.8%, with China downgraded to 4.0%. Equities and USD rallied… Continue reading Trade Tensions Ease, Growth Risks Remain
Trade Calm Masks Fragile Sentiment Ahead of IMF Meetings
19/04/2025 Week Ahead Trade Calm Masks Fragile Sentiment Ahead of IMF Meetings Key Takeaways: US tariff uncertainty continues, despite no major new measures last week. New shipping fees targeting foreign—especially Chinese—vessels to begin in October. Auto tariff delay possible, but long-term trade risks remain. Light economic calendar this week, with focus on US-Japan trade talks… Continue reading Trade Calm Masks Fragile Sentiment Ahead of IMF Meetings
Dollar Steady Ahead of ECB Decision Amid Holiday-Thinned Trading
17/04/2025 Market Watch Dollar Steady Ahead of ECB Decision Amid Holiday-Thinned Trading Key Takeaways: The dollar remains firm across G10 currencies, though trading is still within recent ranges. ECB is widely expected to cut rates, ahead of upcoming holidays across Europe and North America. Yen is the weakest performer after recent gains were reversed. US… Continue reading Dollar Steady Ahead of ECB Decision Amid Holiday-Thinned Trading