π [Jittery USD/JPY & Geopolitical Spotlight] Trump and Putin Hold Two-Hour Phone Call
π [Jittery USD/JPY & Geopolitical Spotlight] Trump and Putin Hold Two-Hour Phone Call π Tuesday, May 20, 2025 β Market Overview | JPY Sensitivity Amid U.S. Downgrade and U.S.-Japan Talks USD/JPY fluctuated between the 144 and mid-145 range. The dollar selling triggered by the U.S. credit downgrade paused in New York. During Tokyo hours, […]
π [Week Ahead Focus: U.S. Credit Downgrade and Dollar Selling Pressure]
π [Week Ahead Focus: U.S. Credit Downgrade and Dollar Selling Pressure] β Market Overview | Late Last Week and Early Week Developments Moodyβs downgraded U.S. sovereign debt by one notch β 30-year U.S. Treasury yields rose above 5%, stock futures fell, and the FX market saw broad dollar selling. U.S. Treasury Secretary Bessent commented […]
γRipples from U.S.-China Tariff Talks: USD/JPY in a Tug of Warγ
γRipples from U.S.-China Tariff Talks: USD/JPY in a Tug of Warγβ Theme: βEnd of Correction and the Resumption of Risk-Onβ β β Market Overview: Signs of Exhaustion Prompt a Period of Adjustment π Key Moves in the First Half of the Week: USD/JPY climbed to the upper 148 yen range early in the week but […]
π U.S. Retail Sales / PPI β Market Outlook for Friday, May 15, 2025
π U.S. Retail Sales / PPI β Market Outlook for Friday, May 15, 2025 π» USD/JPYTemporarily pulled back to the 145 level πβ Currently retracing half of Mondayβs sharp rally (145 β 148)β U.S.βChina tariff negotiations remain unstable with a 90-day deadlineβ Concerns over U.S. FX pressure on Asian currencies are also weighing on the […]
π U.S.-China Trade Talks Remain in Focus Market Summary β May 14, 2025
π Market Summary β May 14, 2025 πΉ 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 […]
β Market Summary | Can the Risk-On Sentiment Continue? Focus on U.S. CPI Today
β 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 […]
πΊπΈπ¨π³ U.S.βChina Reach Basic Agreement on 115% Tariff Reduction β 90-Day Renegotiation Period Included
πΊπΈπ¨π³ U.S.βChina Reach Basic Agreement on 115% Tariff Reduction β 90-Day Renegotiation Period Included The U.S.βChina 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. π […]
π Market Overview: Correction Mood Ahead of the Weekend? CAD could see heightened volatility immediately following the data release.
π Market Overview: Correction Mood Ahead of the Weekend?This week, the USD strength and JPY weakness trend became increasingly pronounced. The USβUK 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
π¬π§ Trump Expected to Announce UK Trade Deal on May 8 β [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 […]
π π Cautious Sentiment Prevails Ahead of U.S.-China Trade Updates and Geopolitical Risks ποΈ Market Overview & Strategy Notes β May 7, 2025
π π Cautious Sentiment Prevails Ahead of U.S.-China Trade Updates and Geopolitical Risks ποΈ Market Overview & Strategy Notes β May 7, 2025 πΈ 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, […]