✅ [U.S.–China Tariff Easing Report Triggers Risk Reversal]
✅ [U.S.–China Tariff Easing Report Triggers Risk Reversal] — Market stabilizes temporarily, but Trump’s next move could reverse everything. Watch for weekend profit-taking pressure — ■ Market Summary (Tokyo Afternoon – Early Europe) Theme Details 📰 WSJ Report: Trump Administration Considering Tariff Cuts Proposal to gradually reduce tariffs from the current max of 145% […]
✅ [Volatility Pauses, But Underlying Risks Linger]
✅ [Volatility Pauses, But Underlying Risks Linger] — Market direction remains sensitive to key comments; cautious trading continues — 🔍 Market Overview (Tokyo Afternoon Session) Theme Details 🔍 USD/JPY recovers to 143 but upside remains capped U.S. equity futures are soft → slowing yen selling / cautious dollar buying 🤝 Kato (Japan FM) × […]
✅ [Volatility subsides, but market remains in “day trading mode”]
✅ [Volatility subsides, but market remains in “day trading mode”] — Calm after Trump’s softened tone, but correction trades continue — ■ Market Overview Theme Details 🎤 Trump denies intent to fire Fed Chair Trump stated he is “not considering firing Powell at this time,” offering temporary relief to the market. 🤝 Softer tone […]
✅ [Dollar Selling Accelerates Again] Trump’s “Pressure on the Fed” and Reciprocal Tariffs Fuel U.S. Risk
✅ [Dollar Selling Accelerates Again] Trump’s “Pressure on the Fed” and Reciprocal Tariffs Fuel U.S. Risk — The battle for support at 140 yen. A tug-of-war between Fed officials’ comments and Trump’s pressure — ■ Market Overview: U.S.-led risk-off structure resurfaces Phenomenon Description 🔥 Trump’s renewed pressure Hints at Powell’s dismissal + explicit rate […]
【Yen Surges】USD/JPY Drops to High-140s as Powell Dismissal Rumors Trigger Dollar Sell-Off
【Yen Surges】USD/JPY Drops to High-140s as Powell Dismissal Rumors Trigger Dollar Sell-Off — “Trump vs the Fed” reignites; market fears loss of U.S. monetary policy neutrality — 📌 Trigger: Trump Administration Considering Dismissal of Fed Chair Powell In the early hours of April 21, headlines broke that President Trump is considering removing Fed Chair […]
【Today Is a “Quiet Friday,” but the Market Sits at the Epicenter】
【Today Is a “Quiet Friday,” but the Market Sits at the Epicenter】 — Good Friday leads to a wait-and-see market, but Middle East risks may strike without warning — ■ Market Overview: “Risk Noise” Lurking in a Global Holiday Mood Today, Friday, March 28, marks Good Friday, with widespread market closures across Europe and […]
🇺🇸 Trump-Led Trade Diplomacy: Caution Toward Short-Term Noise in FX Markets
🇺🇸 Trump-Led Trade Diplomacy: Caution Toward Short-Term Noise in FX Markets — U.S.-China talks fall flat, Japan-U.S. meetings feel staged, and traders remain directionless — ■ Geopolitical & Political Risk Outlook: “Policy Uncertainty” is the Core Risk This week’s market action has been driven by headline risks centered on Trump’s policies. China: Reports of a […]
🌍 Ukraine and the U.S. Draw Closer Over Natural Resources
🌍 Ukraine and the U.S. Draw Closer Over Natural Resources ✅ Ukraine set to sign memorandum with the U.S. on natural resource trade (as announced by First Deputy Prime Minister Svyrydenko) 📌 Backdrop: U.S.-China Rivalry China has imposed export restrictions on strategic resources like germanium and rare earths The U.S. is in a hurry […]
[Market Returns to Risk-Off Mode Amid Strengthened AI Chip Sanctions]
[Market Returns to Risk-Off Mode Amid Strengthened AI Chip Sanctions] — Trump’s Policies Turn into “Endless Offensives”: Dollar Weakness + Yen Strength + Equity Sell-off Reignite — ■ Trump Administration Targets AI Chips, Markets Respond with Broad Risk-Off Sentiment The U.S. government has banned Nvidia from exporting AI chips to China, sparking renewed risk aversion […]
[Trump Tariff Shock Eases Slightly — Dollar Weakness Showing Signs of Stabilization]
[Trump Tariff Shock Eases Slightly — Dollar Weakness Showing Signs of Stabilization] – Panic Mode Fades; Focus Now Shifts to Diplomatic Negotiations – ■ Market Sentiment: Volatility Still Elevated, But Price Action Calming This week, signs have emerged that the aggressive tone around Trump’s tariff policies is softening, triggering partial unwinding of risk premiums across […]