【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 […]
[USD Selling + US-Japan FX Talks — Double Pressure Ahead for USD/JPY This Week]
[USD Selling + US-Japan FX Talks — Double Pressure Ahead for USD/JPY This Week] ― Dollar weakness driven by Trump tariffs may be compounded by Japan-US discussions on yen correction ― ■ Fundamental Backdrop: Dollar Selling Persists, US-Japan Talks Could Add Pressure This week’s USD/JPY outlook faces two key bearish factors: → USD weakness […]
【Will Market Volatility Settle Down? — A Tense Tug-of-War Between Fear and Hope】
【Will Market Volatility Settle Down? — A Tense Tug-of-War Between Fear and Hope】 ― Tariff Suspension and Focus on China Fuel “Dollar Selling” as Core Market Theme ― ■ From Tariff Shock to Relief — Volatility May Have Peaked After weeks of market turmoil triggered by Trump’s aggressive reciprocal tariff strategy, a temporary suspension has […]
【Tariff Shock and “Hope in the Eye of the Storm” — Markets Caught Between Fear and Relief】
【Tariff Shock and “Hope in the Eye of the Storm” — Markets Caught Between Fear and Relief】 ― Just as CEA Chair Milan Predicted: The Theme Now Is “How to Sell the Dollar” ― ■ Tariff Pause: A Bottoming Signal or Just the Calm Before the Next Storm? The announcement of a 90-day mutual […]
【Trump Tariff Round 2 Hits – Signs of “Sell America” as Risk-Off Mood Persists】
【Trump Tariff Round 2 Hits – Signs of “Sell America” as Risk-Off Mood Persists】 ― U.S. Bond Sell-Off, Dollar Weakness, and Stock Declines Continue to Pressure Risk Assets ― ■ Confidence in the U.S. Wavers? Round 2 Tariffs Trigger Yield Surge, Market Focus Shifts to “Selling America” Today, former President Trump’s “Round 2” of […]
【Weekly Market Kickoff: Trump Tariffs Deepen – Spotlight on EU’s Response】
【Weekly Market Kickoff: Trump Tariffs Deepen – Spotlight on EU’s Response】 ― Ongoing Risk-Off with Global Equity Sell-Off – The Key Lies in “Retaliation or Dialogue” ― ■ Trump Tariff Shock Expands, Heightening Market Turmoil Risk-off sentiment surrounding Trump’s tariff policy has continued and intensified even through the weekend. President Trump declared tariffs will […]