Monthly Archives: August 2025
Canadian Dollar Under Pressure Amid Economic Uncertainty; GDP Data in Focus
Written on August 27, 2025 at 9:10 am, by
Key Takeaways: * Inflation slowed to 1.7% in July from 1.9% in June, while unemployment remained at 6.9%, underscoring persistent labor market weakness. *Softer fundamentals and trade-related pressures from U.S. tariffs continue to anchor expectations for a cautious policy stance in upcoming meetings. *GDP growth is projected to stabilize around 1.8% in 2026, offering some support.Continue Reading
Wall Street Braces for Nvidia Earnings Shock
Written on August 27, 2025 at 9:08 am, by
Key Takeaways: *Nvidia earnings in focus: Options markets price a potential $260B valuation swing, making results a key driver for Nasdaq direction. *AI optimism vs. stretched valuations: Robust AI demand supports sentiment, but the S&P 500 trades at its richest multiple in four years. *Geopolitical risks linger: Nvidia’s China exposure and trade frictions add anotherContinue Reading
Dollar Fragile, Gold Holds Firm Amid Politics
Written on August 27, 2025 at 9:07 am, by
Key Takeaways: *Dollar sentiment remains fragile as Fed independence concerns and political risks overshadow safe-haven demand. *Markets are pricing in an 83% probability of a September rate cut, fueling volatility in both yields and FX. *Gold benefits from defensive flows and dovish policy expectations, consolidating near multi-week highs as investors hedge against inflation and politicalContinue Reading
