Monthly Archives: June 2025
Morgan Stanley forecasts a 9% drop in the dollar by mid-2026 because of economic slowdown
Written on June 2, 2025 at 6:50 am, by davin
Morgan Stanley predicts a 9% depreciation of the U.S. dollar by mid-2024, driven by slow growth and Federal Reserve rate cuts. Expect the euro, pound, and yen to strengthen as a result. – vtmarketsmy.com
Chinese officials criticize the US over trade and affirm their commitment to agreements
Written on June 2, 2025 at 5:51 am, by davin
China strongly rejects U.S. trade violation claims, asserting compliance with agreements while blaming the U.S. for new restrictive measures. The escalating tensions highlight a complex U.S.-China trade relationship with potential market impacts. – vtmarketsmy.com
Waller doubts tariffs are causing ongoing inflation, citing economic conditions and yield concerns
Written on June 2, 2025 at 5:50 am, by davin
Inflation pressures from the pandemic are fading, making room for potential interest rate cuts. Investors are cautious about fiscal policies, which affects long-term yields, heightening market volatility. – vtmarketsmy.com
Japan’s manufacturing sector shows signs of stabilisation despite ongoing challenges and weak global demand
Written on June 2, 2025 at 4:51 am, by davin
Japan’s manufacturing sector showed signs of stabilisation in May 2025, with PMI improving to 49.4, indicating slower contraction and rising employment. Confidence grows amidst global challenges and cautious demand. – vtmarketsmy.com
Goldman Sachs predicts OPEC+ will increase production in August and revises 2026 Brent price projection to $56
Written on June 2, 2025 at 4:50 am, by davin
Goldman Sachs predicts OPEC+ will increase oil production in August but maintain steady output afterward, leading to lower price forecasts for Brent and WTI crude through 2026. Supply resilience caps price surges. – vtmarketsmy.com
Waller hints at possible interest rate cuts in 2025, depending on trade and inflation trends.
Written on June 2, 2025 at 3:51 am, by davin
Governor Waller hints at potential rate cuts later this year, stressing that tariff-induced inflation may be temporary. The Fed is closely monitoring economic data, balancing caution with evolving market expectations. – vtmarketsmy.com
Japan’s capital spending increases by 6.4% year-over-year, exceeding expectations, but company profits fall short.
Written on June 2, 2025 at 3:50 am, by davin
Japan’s Q1 2025 capital spending surged 6.4%, surpassing expectations and rebounding from previous declines. While sales grew, profit growth lagged, raising concerns over rising costs affecting future earnings. – vtmarketsmy.com
The Bank of Japan has raised provisions for bond losses due to expected interest rate increases.
Written on June 2, 2025 at 2:51 am, by davin
The Bank of Japan’s unprecedented 100% provisioning for bond losses signals serious preparations for rising interest rates, impacting yen value and global markets. Traders should adjust strategies to manage increased volatility. – vtmarketsmy.com
The Australian manufacturing sector grew, despite a slight drop in output and moderate growth rates
Written on June 2, 2025 at 2:51 am, by davin
Australia’s Manufacturing PMI fell to 51.0 in May 2025, indicating reduced growth amidst slowing production and new orders. Despite this, strong export orders and hiring hint at resilience ahead. – vtmarketsmy.com
Bessent believes that Trump will soon discuss trade issues with Xi.
Written on June 2, 2025 at 2:50 am, by davin
China is reportedly withholding key industrial products, raising concerns about U.S.-China trade relations. A potential Trump-Xi discussion may reshape economic strategies and market volatility around supply chains and investments. – vtmarketsmy.com
