Monthly Archives: September 2025
Dollar’s Fragile Rebound Meets Gold’s Breakout
Written on September 4, 2025 at 8:55 am, by
Key Takeaways: *Fractured U.S. Data: Diverging PMI readings expose a split economy, leaving the Fed’s policy path harder to gauge. *Fed Credibility at Risk: Trump’s push for cuts and legal battles over tariffs are eroding confidence in U.S. institutions. *Gold Surges on De-Dollarization: Record bullion demand from central banks and safe-haven flows highlight the shiftContinue Reading
Euro Stumbles as French Politics Bite
Written on September 4, 2025 at 8:54 am, by
Key Takeaways: *French Politics Overshadow Data: Rising bond spreads and a looming no-confidence vote weigh on sentiment. *Inflation Holds Firm: Headline CPI at 2.1% and core at 2.3% give the ECB little room to ease further. *ECB Divided: Policymakers split between hawkish warnings and cautious neutrality, leaving markets directionless. Market Summary: The euro slipped afterContinue Reading
Yen Under Fire as Yields Rise and Politics Unravel
Written on September 4, 2025 at 8:53 am, by
Key Takeaways: *Political Shock Weakens Yen – The resignation of top LDP figures undermines Ishiba’s leadership, raising fears of looser fiscal policy. *Policy Divergence Widens – Surging U.S. yields and the BoJ’s dovish stance keep Japan far behind its global peers. *Downside Risks Dominate – Without a hawkish BoJ pivot or political stability, speculative sellingContinue Reading
