Monthly Archives: July 2025
Euro Resilient as Dollar Wobbles, Data Mixed
Written on July 9, 2025 at 3:36 am, by
Key Takeaways:*EUR supported by German rebound and policy tailwinds: Stronger-than-expected German industrial output (+1.2% MoM) offers hope for a cyclical recovery, underpinning euro strength. *Dollar weakness and reserve status boost sentiment: ECB officials cite the euro’s growing global role amid concerns over U.S. fiscal health, Fed credibility, and rising dollar skepticism. *Risks linger as retailContinue Reading
JPY Hit by Tariffs and Real Wage Collapse
Written on July 9, 2025 at 3:35 am, by
Key Takeaways: *Real wages slump as inflation outpaces income: May real wages fell 2.9% YoY, highlighting deepening pressure on household consumption as inflation remains elevated and wage growth lags behind. *BOJ faces policy trap amid weak data, rising risks: The BOJ remains dovish despite market pressure, with subdued wage dynamics and external headwinds complicating anyContinue Reading
Wall Street Extends Rally to Record Highs, But Caution Lingers
Written on July 9, 2025 at 3:34 am, by
Key Takeaways: *The Nasdaq and S&P 500 extended their rallies to new all-time highs, supported by optimism over a U.S.-Vietnam trade agreement. *Markets are bracing for the upcoming U.S. Nonfarm Payrolls report, which could inject fresh volatility into equity markets. Market Summary: Wall Street regained footing from earlier weakness, with both the Nasdaq and S&PContinue Reading
