Insights 
VT 
Monthly Archives: May 2025
A South Korean delegation plans to negotiate tariffs and seek exemptions with the US.
Written on May 16, 2025 at 2:51 pm, by davin
South Korea’s trade chief seeks a US tariff exemption, stirring global trade tensions. Without a clear response, uncertainty looms for exporters, especially tech sectors, impacting pricing strategies and hedging. – vtmarketsmy.com
The Canadian dollar is stabilizing against the USD, according to Osborne, finding support within this week’s range.
Written on May 16, 2025 at 2:51 pm, by davin
The Canadian Dollar remains steady against the USD at 1.3970, influenced by yield spreads and oil prices. Limited domestic data looms, while attention turns to Governor Macklem’s G7 speech next week. – vtmarketsmy.com
Bostic expects one rate cut this year and notes US-China relations’ impact on inflation
Written on May 16, 2025 at 2:51 pm, by davin
Federal Reserve’s Raphael Bostic predicts only one rate cut this year amid economic uncertainty, emphasizing inflation risks and the need for cautious policymaking. Markets should focus on data for future actions. – vtmarketsmy.com
GBP strengthens to 1.3330 against USD, continuing its upward trend from Thursday.
Written on May 16, 2025 at 2:50 pm, by davin
The Pound Sterling rises to 1.3330 against a weakened US Dollar, driven by disappointing US economic data and expectations for steady Fed rates. Upcoming UK CPI data may influence market direction. – vtmarketsmy.com
Italy’s April CPI increases to 1.9%, with core inflation rising to 2.1%
Written on May 16, 2025 at 1:52 pm, by davin
Italy’s April inflation showed a steady 1.9% annual rise, but core inflation accelerated to 2.1%, fueled by rising services costs. Expect shifts in monetary policy as this pressure builds. – vtmarketsmy.com
Commerzbank analyst says OPEC still anticipates an undersupplied oil market and reaffirms demand forecasts.
Written on May 16, 2025 at 1:51 pm, by davin
OPEC forecasts a 1.3 million barrel daily increase in oil demand amidst cautious optimism, despite trade risks and declining non-OPEC supply. Watch for potential market volatility ahead. – vtmarketsmy.com
Global Times calls for an extension of the US-China trade truce for continued cooperation beyond 90 days
Written on May 16, 2025 at 1:51 pm, by davin
China’s state media urges extended negotiation periods with the U.S. for effective trade outcomes. Analysts warn against premature optimism and stress ongoing ambiguity in commitments and compliance, impacting market behavior. – vtmarketsmy.com
Berkshire Hathaway’s latest filing shows Buffett’s cautious approach to financials and strong focus on consumers
Written on May 16, 2025 at 1:50 pm, by davin
Berkshire Hathaway’s Q1 2025 report reveals a strategic pivot: reduced financial stocks, increased consumer investments, and a record $348 billion in cash, hinting at upcoming industrial opportunities. – vtmarketsmy.com
Bitcoin futures analysis shows market consolidation and key thresholds for bullish and bearish sentiment
Written on May 16, 2025 at 12:52 pm, by davin
Bitcoin futures show bullish potential above 103,920 and bearish sentiment below 103,450, indicating a critical balance period. Traders should watch these levels closely for strategic decision-making. – vtmarketsmy.com
With trade tensions easing, Commerzbank analyst notes recent decline in gold prices.
Written on May 16, 2025 at 12:51 pm, by davin
Gold prices are declining as reduced US-China trade tensions diminish its safe-haven appeal. With low demand and stable economic indicators, investors shift towards higher-yield assets, further pressuring Gold’s value. – vtmarketsmy.com
