Has the Impact of Trump Tariffs Subsided? Markets Shift Focus to EU and UK Tariffs

Has the Impact of Trump Tariffs Subsided? Markets Shift Focus to EU and UK Tariffs ■ Recent Market Developments 📌 Markets Initially Shaken by Trump Tariffs but Stabilizing Gradually At the start of the week, the implementation of tariffs on Mexico, Canada, and China triggered a strong dollar and yen appreciation. Temporary agreements with Mexico […]

ECB Meeting & US GDP Report – A Pivotal Day for the Euro

ECB Meeting & US GDP Report – A Pivotal Day for the Euro Following the US FOMC meeting yesterday, today’s focus shifts to the ECB meeting and US GDP report. The euro is likely to see increased volatility, making it essential to closely monitor market movements and seize opportunities where possible. ■ US FOMC Impact […]

US FOMC & Bank of Canada Rate Decision – Priced in or a Surprise?

US FOMC & Bank of Canada Rate Decision – Priced in or a Surprise? Today, the market’s focus is on two major events: the US FOMC and the Bank of Canada (BOC) rate decision. However, since both are largely priced in, unless there is a surprise, the market reaction is expected to be relatively calm. […]

Dollar Strength Prevails Amid Trump’s Tariff Pressures: A Tense Market Outlook

〇 Dollar Strength Prevails Amid Trump’s Tariff Pressures: A Tense Market Outlook This week’s forex market is heavily influenced by Trump’s tariff policies. U.S. President Donald Trump has announced a 25% tariff on Colombia over forced deportation issues, with a potential escalation to 50%. Additionally, newly appointed Treasury Secretary Bessent expressed support for a plan […]

The Market Reacts Sharply to Trump Administration Policies Amid Rising Risk Sentiment

The Market Reacts Sharply to Trump Administration Policies Amid Rising Risk Sentiment The Trump administration has taken a hardline stance on deportation policies, targeting Colombia with proposed measures such as a 25% tariff, visa issuance suspension, and the threat of raising tariffs to 50% within a week. This triggered a risk-averse mood in the market […]

Bank of Japan Rate Hike and Ueda’s Speech: Focus Shifts to US PMI

Bank of Japan Rate Hike and Ueda’s Speech: Focus Shifts to US PMI In today’s Tokyo session, the USD/JPY experienced a significant drop from 156.41 to 155.01, driven by yen buying and dollar selling. As the market eyes overseas developments, the key focus will be on whether this downward trend persists in global trading sessions. […]

Trump Administration and BOJ Rate Hike: Navigating a Turbulent Week

Trump Administration and BOJ Rate Hike: Navigating a Turbulent Week This week, marked by the January 20th inauguration of President Trump and tomorrow’s BOJ monetary policy meeting, has brought significant market volatility. While initial turmoil has calmed, the focus remains on Trump’s policy direction and the BOJ’s much-anticipated rate hike decision. Impact of the Trump […]

Trump Tariffs and Their Impact: Decoding the Market’s Next Moves

Trump Tariffs and Their Impact: Decoding the Market’s Next Moves The inauguration of the Trump 2.0 administration has once again shifted the spotlight to tariff policies, with proposed measures targeting Mexico, Canada, and China. While markets have temporarily steadied, the medium- to long-term effects of these policies remain significant, warranting close observation. Current Market Developments […]

Trump’s Return to the Presidency Sparks a New Era in the Markets

Trump’s Return to the Presidency Sparks a New Era in the Markets On January 20, 2025, the Trump 2.0 administration officially began, marking the start of a new chapter in U.S. governance and global influence. This inauguration heralds anticipated shifts in trade policies, foreign relations, and economic strategies, potentially sending ripples through equity, forex, and […]