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Monthly Archives: June 2025
US ambassador reveals that Trump and Carney are negotiating a trade and security framework between Canada and the US.
Written on June 6, 2025 at 12:51 am, by davin
US and Canada are negotiating a significant trade and security agreement, focusing on automotive content, minerals, and Arctic cooperation. Key implications for markets and investments demand close monitoring as details unfold. – vtmarketsmy.com
Kugler supports maintaining rates amid inflation risks and import challenges while expressing caution about the economy
Written on June 6, 2025 at 12:50 am, by davin
Adriana Kugler warns of economic challenges, as front-loaded imports may lead to larger price increases. Despite growth moderation, increased WARN notices hint at potential layoffs, raising concerns about the labor market. – vtmarketsmy.com
The GDPNow model revises the second quarter real GDP growth forecast to 3.8%
Written on June 5, 2025 at 11:51 pm, by davin
The GDPNow model slashed the 2025 Q2 GDP growth forecast to 3.8%, revealing slowed consumer spending and private investment. Trade gains offer mixed signals about the economy’s resilience. – vtmarketsmy.com
ECB officials expect to pause rate cuts, leading Goldman Sachs to revise predictions.
Written on June 5, 2025 at 11:50 pm, by davin
The European Central Bank is likely to pause rate cuts in July, with expectations shifting towards a potential cut in September instead. Market volatility may increase as autumn approaches. – vtmarketsmy.com
Trump highlights positive call with Xi, focusing on trade talks and future meetings
Written on June 5, 2025 at 10:51 pm, by davin
A recent call between US and Chinese leaders improved trade relations, focusing on Rare Earth products. Diplomatic visits are planned, but no major tariff changes are expected, stabilizing market sentiment. – vtmarketsmy.com
China and the US agree to start new trade talks and improve cooperation
Written on June 5, 2025 at 10:51 pm, by davin
Xi Jinping announced new US-China trade talks, emphasizing cooperation and stability, but warned against Taiwan independence. Market reactions indicate cautious optimism, with ongoing uncertainties influencing trading strategies. – vtmarketsmy.com
Japan’s trade negotiator calls for complete removal of US tariffs ahead of potential elections
Written on June 5, 2025 at 9:51 pm, by davin
Japan seeks full US tariff exemption as political uncertainties loom ahead of the upper house election. Market sentiment shows caution, impacting trade negotiations and positioning, creating a volatile environment. – vtmarketsmy.com
Goldman Sachs predicts 125,000 payroll growth, stable unemployment at 4.2%, and a 0.3% wage increase.
Written on June 5, 2025 at 9:50 pm, by davin
Goldman Sachs forecasts a 125,000 payroll increase and stable unemployment at 4.2% for May, indicating a resilient labor market despite federal government cuts. Wage growth is projected at 0.3%. – vtmarketsmy.com
Commodity currencies strengthen after a call between Xi and Trump, with Australian and New Zealand dollars rising
Written on June 5, 2025 at 8:51 pm, by davin
Beijing confirmed a call between Xi Jinping and Donald Trump, boosting the Australian and New Zealand dollars amid optimism. Markets could face a ‘sell-the-fact’ reaction if expectations aren’t met post-call. – vtmarketsmy.com
Lagarde highlights slowing service sector outlook, while defense investment may raise inflation amid risks
Written on June 5, 2025 at 8:50 pm, by davin
The ECB warns of a slowdown in the services sector, complicating exports with higher tariffs and a stronger euro. Public investments may drive growth but risk increasing inflation, leaving uncertainty ahead. – vtmarketsmy.com
