Monthly Archives: July 2025
JPY Hit by Tariffs and Real Wage Collapse
Written on July 9, 2025 at 3:35 am, by
Key Takeaways: *Real wages slump as inflation outpaces income: May real wages fell 2.9% YoY, highlighting deepening pressure on household consumption as inflation remains elevated and wage growth lags behind. *BOJ faces policy trap amid weak data, rising risks: The BOJ remains dovish despite market pressure, with subdued wage dynamics and external headwinds complicating anyContinue Reading
Wall Street Extends Rally to Record Highs, But Caution Lingers
Written on July 9, 2025 at 3:35 am, by
Key Takeaways: *The Nasdaq and S&P 500 extended their rallies to new all-time highs, supported by optimism over a U.S.-Vietnam trade agreement. *Markets are bracing for the upcoming U.S. Nonfarm Payrolls report, which could inject fresh volatility into equity markets. Market Summary: Wall Street regained footing from earlier weakness, with both the Nasdaq and S&PContinue Reading
AUD Holds Near Highs as RBA, Fed Risks Drive Flows
Written on July 2, 2025 at 3:13 am, by
Key Takeaways: *AUD firm as softer USD and risk-on flows support gains *RBA seen cutting twice in H2, but July meeting pivotal *Retail sales, U.S. data next catalysts for AUD/USD move Market Summary: The Australian Dollar held firm near recent highs as investors awaited clarity on both domestic data and shifting global monetary dynamics. ImprovingContinue Reading
