Insights 
VT 
Monthly Archives: July 2025
Interest rate expectations show minor adjustments as central banks maintain or consider cuts without immediate changes.
Written on July 7, 2025 at 5:21 pm, by davin
Central banks globally signal potential rate cuts by year-end while emphasizing a cautious, wait-and-see approach. Market volatility may stall, focused on upcoming economic data rather than immediate changes. – vtmarketsmy.com
UBS expects the ECB to cut rates in July, depending on the results of US-EU trade talks.
Written on July 7, 2025 at 4:22 pm, by davin
UBS expects the ECB may surprise markets with a rate cut in July, differing from common predictions. Positive US-EU trade discussions could trigger this shift, impacting eurozone interest rate markets significantly. – vtmarketsmy.com
OPEC+ is expected to increase output by 550,000 bpd, with minimal impact on oil prices
Written on July 7, 2025 at 4:21 pm, by davin
OPEC+ plans to increase oil output by 550,000 barrels per day in September, refining dynamics and market balance are key to understanding potential price impacts and demand shifts. – vtmarketsmy.com
Nagel thinks German fiscal policy will have a greater impact than tariffs, citing signs of economic recovery and growth potential.
Written on July 7, 2025 at 3:22 pm, by davin
German fiscal policy may have a greater economic impact than tariffs, with signs of recovery and growth. Optimism strengthens as European financial markets integrate, hinting at improved conditions for investors and traders. – vtmarketsmy.com
The US dollar strengthens against major currencies due to payroll data and tariff concerns.
Written on July 7, 2025 at 3:21 pm, by davin
The dollar gains strength amidst fluctuating labor data and looming trade headlines. Commodity currencies decline as bond yields rise, indicating a possible shift in market sentiment. Patience is key. – vtmarketsmy.com
Total sight deposits at SNB decreased to CHF 459.8 billion from CHF 460.7 billion.
Written on July 7, 2025 at 2:22 pm, by davin
Swiss National Bank reports a slight dip in sight deposits, indicating tightening liquidity and potential shifts in monetary policy. Traders should watch for implications on CHF interest rates and market volatility. – vtmarketsmy.com
USD/TRY reaches new all-time highs at 39.98 as risk-off sentiment rises
Written on July 7, 2025 at 2:21 pm, by davin
The USD/TRY surges towards 40 amid rising tariffs under Trump’s new strategy, affecting the Turkish Lira’s value. Escalating geopolitical tensions and monetary policy shifts create a volatile trading environment. – vtmarketsmy.com
Crude oil prices stay stable despite output increases, as focus shifts to global growth prospects
Written on July 7, 2025 at 2:21 pm, by davin
OPEC+ plans to boost oil production by 548,000 barrels daily in August, affecting market prices and sentiment. Key support around $64 may dictate future price trends, with potential fluctuations expected. – vtmarketsmy.com
China stands firm against coercive tariffs, claiming they offer no advantages.
Written on July 7, 2025 at 1:22 pm, by davin
China rejects tariffs as pressure tactics, stating they bring no benefits. Meanwhile, the US warns of potential tariff hikes if trade deals falter by August 1, escalating tensions in global trade. – vtmarketsmy.com
A quiet week ahead: key monetary policy announcements and mixed economic indicators expected worldwide
Written on July 7, 2025 at 1:22 pm, by davin
This week’s economic calendar is quiet but crucial, featuring central bank meetings and employment data. Analysts expect the RBA to cut rates while labor trends unfold in the U.S. and Canada. – vtmarketsmy.com
