Monthly Archives: Juli 2025
Euro Struggles Beneath Sanctions and Tariff Risks
Geschrieben am Juli 22, 2025 unter 5:39 amvon
Key Takeaways: *Geopolitical support from EU sanctions is offset by internal ECB policy divisions and labor unrest. *U.S.-EU tariff tensions loom large, with up to €380B in exports at risk if trade talks collapse. *The eurozone economy shows signs of fragility, with weak construction data and slowing trade balance gains. Market Summary: The euro maintainedLesen Sie weiter
Yen Weighed Down by Political and Trade Uncertainty
Geschrieben am Juli 22, 2025 unter 5:38 amvon
Key Takeaways: *Political instability is rising as PM Ishiba’s coalition risks losing its upper house majority. *Inflation pressures remain acute for households, while the BoJ resists policy normalization. *Trade tensions with the U.S. and the August 1 auto tariff deadline threaten Japan’s export-reliant economy. Market Summary: The Japanese yen remains under pressure as political andLesen Sie weiter
Central Banks, Housing, and Business Sentiment Steer Market Mood
Geschrieben am Juli 18, 2025 unter 10:34 amvon
The Week Ahead: Week of July 21, 2025 (GMT+3) Weekly Market PreviewAs the second half of 2025 unfolds, the macro spotlight shifts to central bank signaling and real-economy momentum. The European Central Bank headlines the week with its July rate decision and press conference, where markets expect a pause following June’s 25bps cut. With EurozoneLesen Sie weiter
