Monthly Archives: August 2025
Japanese Yen Under Fire as Yield Differentials Bite
Written on August 19, 2025 at 5:58 am, by
Key Takeaways: * The yen stayed under pressure as wide yield differentials continue to favor the dollar, with U.S. rates remaining elevated.* The BoJ’s cautious stance on policy tightening keeps the currency vulnerable to capital outflows, limiting its defensive appeal.* While risk-off episodes briefly support the yen, safe-haven flows remain insufficient to offset structural policyContinue Reading
Greenback Weakens as Growth Momentum Fades
Written on August 19, 2025 at 5:57 am, by
Key Takeaways: * The dollar eased as soft consumer sentiment and weaker industrial output overshadowed firm retail sales, highlighting uneven U.S. growth.* With inflation still sticky but demand showing cracks, the Fed’s rate path remains uncertain, leaving markets sensitive to incoming data.* Greenback moves are increasingly tied to Treasury yields and shifting Fed cut expectationsContinue Reading
Wall Street Pauses Ahead of Trump–Putin Talks, Intel Surges on U.S. Stake Speculation
Written on August 19, 2025 at 5:56 am, by
Key Takeaways: *Equities hold steady as investors await Friday’s high-stakes ceasefire talks in Alaska. *Shares jump nearly 10% after Trump signals possible U.S. government stake following meeting with CEO Lip-Bu Tan. *The upcoming report could shape market sentiment and Fed policy expectations. Market Summary: U.S. equities closed virtually unchanged on Tuesday as investors adopted aContinue Reading
