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 […]
Trump Inauguration and BoJ Meeting to Shake the Markets! A Crucial Week Begins
Trump Inauguration and BoJ Meeting to Shake the Markets! A Crucial Week Begins Week of January 20, 2025: Key Events This week, the inauguration of President Trump and the BoJ Monetary Policy Meeting scheduled for Friday, January 24 are set to dominate the financial markets. Below, we outline the key details of these events, market […]
Bitcoin Likely to Maintain Upward Trend, with Low Risk of Large Sell-Off
Bitcoin Likely to Maintain Upward Trend, with Low Risk of Large Sell-Off Concerns about a large-scale sale of Bitcoin seized from Silk Road have been circulating in some quarters. However, for the reasons outlined below, the likelihood of such an event occurring is very low: 1. Completion of Tasks Before the End of the Administration […]
Cautious Sentiment Ahead of Next Week’s Start
Cautious Sentiment Ahead of Next Week’s Start Market Focus: Trump Inauguration Ceremony Date: Next Monday (20th) Key Highlights: Inaugural Address Expected to outline broad policy directions on issues like environment, immigration, and education. Executive Orders Multiple orders are expected on the first day, with specific attention on tariff policies. Tariff Measures in Focus: 25% tariff […]
Yen Appreciation Watch: Focus on USD Movement Post-U.S. Retail Sales
Yen Appreciation Watch: Focus on USD Movement Post-U.S. Retail Sales Market Recap from Yesterday USD/JPY dropped sharply from the 158 range to the 155 range. Reason 1: Yen buying driven by expectations of a BOJ rate hike in next week’s monetary policy meeting. Reason 2: U.S. Core CPI YoY fell short of expectations, prompting USD […]
Focus of the Day: U.S. CPI Release and Market Implications Amid Shifting Rate Cut Expectations
Focus of the Day: U.S. CPI Release and Market Implications Amid Shifting Rate Cut Expectations Today’s Highlight: U.S. Consumer Price Index (CPI) The December U.S. Consumer Price Index (CPI), to be released today, is the most anticipated event of the day. Following last week’s strong Nonfarm Payrolls report, expectations for rate cuts this year have […]
USD/JPY Fluctuates; Focus on BOJ Policy Meeting and U.S. PPI
USD/JPY Fluctuates; Focus on BOJ Policy Meeting and U.S. PPI USD/JPY Market Movement In the Tokyo session, USD/JPY fluctuated within the 157.12–158.02 range, driven by remarks from BOJ Deputy Governor Himino. While his comments briefly stirred the market, the lack of a clear direction on rate hikes eventually led the pair to stabilize around the […]
Starting the Week: Focus on USD Strength and JPY Appreciation Post-NFP
Starting the Week: Focus on USD Strength and JPY Appreciation Post-NFP Market Overview and Background Last week’s robust U.S. Nonfarm Payrolls data exceeded expectations, driving U.S. Treasury yields higher and strengthening the dollar. Meanwhile, U.S. equity markets saw sharp declines, triggering risk-off flows into the yen. As a result, the Asian markets opened this week […]