【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 […]
[Market Overview – Risk Events Piling Up, Focus Shifts to U.S. Jobs Data and Powell’s Speech]
[Market Overview – Risk Events Piling Up, Focus Shifts to U.S. Jobs Data and Powell’s Speech] — Post-Tariff Shock, Markets Face a Test of Resilience — 🔥 Trump Tariff Shock Persists: Risk-Off Mood Dominates This week’s announcement of Trump’s “reciprocal tariffs” exceeded expectations in severity and shook the markets: A flat 10% base tariff, with […]
Trump Tariffs Exceed Expectations, Renewing Risk-Off Sentiment
[Trump Tariffs Exceed Expectations, Renewing Risk-Off Sentiment] ― Funds Flow into Yen, Swiss Franc, and Euro; USD Selling Accelerates ― ■ Trump’s Tariff Announcement Triggers Market Turmoil: USD/JPY Plunges to 146 Markets swiftly shifted into risk-off mode following former President Trump’s much-anticipated “reciprocal tariff” announcement, which turned out to be significantly harsher than expected. […]
Trump Tariffs Announcement Imminent
Trump Tariffs Announcement Imminent — Temporary Risk-Off Mood Persists, but “Buy the Fact” Potential in Focus — ■ Market Focus: Trump Tariffs Announcement on April 3 Markets are currently in wait-and-see mode ahead of former President Trump’s official tariff policy announcement, scheduled on April 3. Recent developments include: Washington Post: “Considering 20% tariffs on all […]
Tariff Risk Subsides – Market Shifts into “Position-Building” Mode Ahead of Key Announcements
[Tariff Risk Subsides – Market Shifts into “Position-Building” Mode Ahead of Key Announcements] — Market transitions into adjustment phase as Trump tariffs and U.S. jobs data approach — ■ USD/JPY Rebounds as Tariff Risk Eases — Back Above 150 Yen In yesterday’s forex market, USD/JPY recovered above the 150 level. The wave of risk-off […]
Monday Market Open: Risk-Off Sentiment Dominates as Markets Eye Trump Tariffs and Geopolitical Tensions
[Monday Market Open: Risk-Off Sentiment Dominates as Markets Eye Trump Tariffs and Geopolitical Tensions] — Yen Strengthens, Equities Drop, Gold Remains a Buy-on-Dip Play — ■ Clear Risk-Off Tone Emerges, USD/JPY Dips into 148 Range At the start of the Tokyo session, risk aversion took center stage. The Nikkei 225 dropped over 1,500 points at […]
Yen Weakness Pauses, but Dollar May Regain Strength on PCE Data
【Yen Weakness Pauses, but Dollar May Regain Strength on PCE Data】 — A market caught between position adjustments and pre-event caution — ■ USD/JPY Enters a Range Amid Volatility – Direction Hinges on U.S. PCE In yesterday’s Tokyo session, USD/JPY dipped to 150.06 but later surged to 151.15 during the NY afternoon. The rebound […]
Pound Rebounds Sharply Amid Jittery Market Moves
Pound Rebounds Sharply Amid Jittery Market Moves — UK CPI Eases, But Market Reassesses Rate Cut Expectations — ■ USD/JPY and Cross Yen Remain Firm, Yet Directionless In today’s Tokyo session, both USD/JPY and cross-yen pairs traded with a firm tone. However, USD/JPY merely recovered the losses from the previous overseas session, still struggling to […]