Monthly Archives: July 2025
Market Rally Faces Fed Test as Risk-On Sentiment Collides with Inflation Concerns
Written on July 1, 2025 at 7:07 am, by
Key Takeaways: *Wall Street’s bullish sentiment sent the Nasdaq and S&P 500 to an all-time high. *High PCE readings from last week have drawn market concern about a more Hawkish Fed ahead. *Market bullish momentum remains solid, but cautious of profit-taking sentiment. Market Summary: The U.S. equity markets extended their record-breaking run last week, buoyedContinue Reading
Pound Sterling Strengthens to Multi-Year High While GDP Reading in Focus Today
Written on July 1, 2025 at 7:06 am, by
Key Takeaways: *The Pound Sterling bullish rally shows signs of easing in strength. *Eyes on today’s UK GDP reading to gauge the Pound Sterling strength. Market Summary: The British pound has surged to its highest level since January 2022, bolstered by a combination of dollar weakness and growing expectations that the Bank of England willContinue Reading
Safe Havens Struggle on Trade Breakthrough
Written on July 1, 2025 at 7:05 am, by
Key Takeaways: *Gold and dollar retreat as global risk appetite surges: Improved U.S.-China ties and ceasefire hopes spark flows into risk assets, pressuring safe havens. *Hotter Core PCE complicates Fed rate path: Inflation beats forecast at 2.7% YoY, reinforcing higher-for-longer narrative but failing to lift USD. *Fiscal worries overshadow Fed tightening outlook: Mounting U.S. deficitContinue Reading
