📈 U.S.-China Trade Talks Remain in Focus Market Summary – May 14, 2025
📈 Market Summary – May 14, 2025 🔹 U.S.-China Trade Talks Remain in FocusMarkets opened the week with a surge in risk appetite after unexpected progress in U.S.-China trade negotiations. USD/JPY jumped nearly 3 yen from the 145 level to the 148s, while global equities responded strongly. However, gains were partially reversed, with USD/JPY pulling […]
✅ Market Summary | Can the Risk-On Sentiment Continue? Focus on U.S. CPI Today
✅ Market Summary | Can the Risk-On Sentiment Continue? Focus on U.S. CPI TodayFollowing the surprising announcement of a significant tariff reduction in the U.S.-China trade negotiations, risk appetite surged. USD/JPY spiked from the 145 range to the 148 range, while the Dow Jones Industrial Average jumped over 1,100 points. However, growing concerns over market […]
🇺🇸🇨🇳 U.S.–China Reach Basic Agreement on 115% Tariff Reduction – 90-Day Renegotiation Period Included
🇺🇸🇨🇳 U.S.–China Reach Basic Agreement on 115% Tariff Reduction – 90-Day Renegotiation Period Included The U.S.–China trade talks held in Switzerland concluded on May 12, followed by a joint press conference with U.S. Treasury Secretary Bessent and USTR Representative Greer. A joint statement was also released, triggering a broad risk-on sentiment in the markets. 📝 […]
🌍 Market Overview: Correction Mood Ahead of the Weekend? CAD could see heightened volatility immediately following the data release.
🌍 Market Overview: Correction Mood Ahead of the Weekend?This week, the USD strength and JPY weakness trend became increasingly pronounced. The US–UK trade agreement notably boosted market risk appetite, gaining attention as the first major deal under the Trump administration. While this raised expectations for progress with other countries, pushback from China and the EU, […]
Trump Expected to Announce UK Trade Deal on May 8
🇬🇧 Trump Expected to Announce UK Trade Deal on May 8 ✅ [Market Overview] The British pound (GBP) is gaining across the board today. According to The New York Times, President Trump is expected to announce a trade agreement with the UK on May 8, sparking a risk-on sentiment in the markets. While GBP/USD […]
📉 👀 Cautious Sentiment Prevails Ahead of U.S.-China Trade Updates and Geopolitical Risks 🗓️ Market Overview & Strategy Notes – May 7, 2025
📉 👀 Cautious Sentiment Prevails Ahead of U.S.-China Trade Updates and Geopolitical Risks 🗓️ Market Overview & Strategy Notes – May 7, 2025 🔸 Yen Weakens on U.S.-China Trade Hopes, but FOMC Looms Large The Japanese yen weakened at times today following reports that U.S.-China trade talks may resume, offering the market temporary relief. However, […]
📉 Markets Stay Cautious Ahead of U.S. FOMC & U.K. MPC
📉 Markets Stay Cautious Ahead of U.S. FOMC & U.K. MPC While Tokyo remains closed today, markets in China, Hong Kong, and London have resumed, gradually restoring global liquidity. However, with major events such as the U.S. FOMC (early JST May 8) and Bank of England MPC (May 9) ahead, traders are expected to […]
NFP (Non-Farm Payrolls): FX Market Lacks Direction, High Volatility with Low Reliability
NFP (Non-Farm Payrolls): FX Market Lacks Direction, High Volatility with Low Reliability ✅ Today’s Stance: Cautious and Observational Mode Weekly Recap: Due to headlines surrounding Trump tariffs, speculation over Powell’s dismissal, and criticism of the Fed, the forex market has lost clear direction, entering a phase of high volatility and low reliability. It was […]
✅ Post-BOJ Market Outlook: Dovish Tone Confirms Yen Selling Bias
✅ Post-BOJ Market Outlook: Dovish Tone Confirms Yen Selling Bias Today, the Bank of Japan’s dovish stance has reaffirmed expectations of continued yen selling, with yen weakness prevailing across the board, including in cross-yen pairs. 🎯 Short-Term Focus Points: The 144.30–144.50 zone is expected to be a key resistance due to recent option barriers. […]
✅ Post-Trump Speech Market Outlook: Fading Momentum & Economic Uncertainty
✅ Post-Trump Speech Market Outlook: Fading Momentum & Economic Uncertainty 🔻 Market Reaction: Temporary Relief but Caution Remains on Economic OutlookPresident Trump’s 100-day address passed without major surprises, providing short-term relief to markets. He announced relaxed regulations on auto parts but avoided harsh protectionist rhetoric. While expressing dissatisfaction with the Fed, he did not mention […]