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Monthly Archives: July 2025
Housing starts and permits surpass estimates, but completions drop significantly, raising concerns about trends.
Written on July 18, 2025 at 2:21 pm, by davin
US housing starts and permits beat expectations, but single-family unit weakness signals market fragility. Elevated mortgage rates curb affordability, raising recession concerns. Consider protective options on homebuilder ETFs for potential downturn. – vtmarketsmy.com
The USD falls against major currencies, while US stock indices see slight gains as earnings reports surpass expectations.
Written on July 18, 2025 at 1:23 pm, by davin
The US dollar weakens as stocks hit record highs, spurred by potential Fed rate cuts amid a softening labor market. Investors eye options strategies for upcoming market volatility. – vtmarketsmy.com
Waller pointed out a weaker private sector, noting cautious views on tariffs and rising inflation expectations.
Written on July 18, 2025 at 1:23 pm, by davin
Federal Reserve Governor Waller warns of the labor market’s fragility, suggesting potential rate cuts as economic risks emerge. With inflation expectations stable, markets may underestimate a looming slowdown. Stay nimble. – vtmarketsmy.com
US and Japan negotiations ongoing, with elections playing a key role in potential trade agreements
Written on July 18, 2025 at 1:21 pm, by davin
US Treasury Secretary Scott Bessent suggests a potential trade deal with Japan is still on the table, but uncertainty looms. Traders should brace for volatility in USD/JPY and Nikkei 225. – vtmarketsmy.com
The dollar weakens after Waller’s comments, while European markets show mixed performance amid changing yields.
Written on July 18, 2025 at 1:21 pm, by davin
The dollar struggles amid Fed rate cut talks, affecting various currencies. Meanwhile, gold rises, bond yields fall, and volatility hints at market shifts. Explore trading strategies for potential gains. – vtmarketsmy.com
Trump criticizes Powell and the Fed for harming the housing market, blaming all policymakers
Written on July 18, 2025 at 11:22 am, by davin
Trump criticizes the Federal Reserve for high rates impacting housing affordability, especially for young buyers. Despite his claims, markets remain stable, focusing on economic data over political rhetoric. – vtmarketsmy.com
Akazawa is arranging a trip to the US to focus on tariff discussions.
Written on July 18, 2025 at 11:22 am, by davin
Japan’s trade negotiator visits the U.S. again as the August 1 tariff deadline approaches. Prepare for volatility; consider hedging with options on currencies and stocks for potential market shifts. – vtmarketsmy.com
Sefcovic said finalizing trade negotiations is always challenging as the deadline for discussions approaches.
Written on July 18, 2025 at 11:21 am, by davin
Trade talks between the EU and U.S. face uncertainty as deadlines approach. Analysts predict potential tariffs and market volatility, suggesting strategies like options trading to profit from price swings and sector impacts. – vtmarketsmy.com
The BoJ may cautiously express optimism about US tariffs while keeping interest rates steady and revising inflation forecasts.
Written on July 18, 2025 at 11:21 am, by davin
The Bank of Japan hints at a more optimistic view on US tariffs, suggesting potential yen appreciation and upcoming rate hikes due to persistent inflation. Traders should consider yen call options now. – vtmarketsmy.com
Chancellor Merz of Germany suggests an unequal deal, hinting at higher US tariffs and concessions from the EU
Written on July 18, 2025 at 10:22 am, by davin
Germany’s Chancellor hinted at a potential trade deal involving higher US tariffs and EU concessions. This uncertainty may heighten volatility in European equities, particularly impacting the automotive sector and currency markets. – vtmarketsmy.com
