Insights 
VT 
Monthly Archives: July 2025
China asks the EU to change its trade policy for better economic relations and fairness
Written on July 9, 2025 at 2:22 pm, by davin
China and EU trade dynamics are shifting, causing increased volatility. Participants are preparing for tighter cross-border flows and reassessing risk premiums, especially in trade-sensitive sectors. Pay attention to market reactions. – vtmarketsmy.com
USD/CAD shows bearish sentiment as it recovers to around 1.3690 while consolidating within a descending channel
Written on July 9, 2025 at 2:21 pm, by davin
The USD/CAD pair is near 1.3690, showing bearish trends within a descending channel. Key support at 1.3652 may forecast further declines towards 1.3419 unless resistance at 1.3750 is broken. – vtmarketsmy.com
European trading sees Eurostoxx, German DAX, and UK FTSE futures rise 0.2%, while US futures dip 0.1% amid cautious sentiment about a potential EU-US agreement
Written on July 9, 2025 at 1:22 pm, by davin
European trading shows a 0.2% rise in Eurostoxx, DAX, and FTSE futures, driven by EU-US trade discussions, while US futures dip 0.1%, indicating cautious optimism. – vtmarketsmy.com
A temporary agreement on tariffs between the EU and US is expected, leading to disappointment in the EU.
Written on July 9, 2025 at 1:21 pm, by davin
The EU and US are close to a temporary trade agreement keeping a 10% tariff, but proposed 17% tariffs on EU agrifood products surprise negotiators. Adjustments in trade strategies are essential. – vtmarketsmy.com
Philip Lane and Luis de Guindos will discuss ECB monetary policy at separate times, generating interest.
Written on July 9, 2025 at 12:22 pm, by davin
Philip Lane’s upcoming ECB speech may reshape monetary policy expectations amid the EUR/USD nearing 1.2. Market sensitivity could rise with hints of easing, prompting traders to stay alert and nimble. – vtmarketsmy.com
UBS suggests that emerging market stocks might ignore tariff risks that could negatively affect their earnings forecasts.
Written on July 9, 2025 at 12:21 pm, by davin
UBS analysts warn that emerging market equities may underestimate risks from rising U.S. tariffs, with potential earnings declines of 6-9%. Adjusting strategies is crucial as market valuations face volatility. – vtmarketsmy.com
The Euro is expected to fluctuate between 1.1690 and 1.1760 against the US Dollar.
Written on July 9, 2025 at 12:21 pm, by davin
The Euro is projected to trade between 1.1690 and 1.1760, showing weakened upward momentum. A potential downturn could reach 1.1660, prompting cautious trading as confidence shifts. – vtmarketsmy.com
Hassett is emerging as a strong candidate for the next chair of the Fed.
Written on July 9, 2025 at 11:21 am, by davin
Kevin Hassett is emerging as a frontrunner for the Federal Reserve chair, potentially influencing monetary policy towards easier conditions. Markets are adjusting to this possibility amid rate speculation. – vtmarketsmy.com
The PBOC sets the USD/CNY central rate at 7.1541, lower than the expected 7.1806
Written on July 9, 2025 at 10:23 am, by davin
The People’s Bank of China stabilizes the yuan with a midpoint exchange rate. Today’s liquidity drain of 23 billion yuan signals cautious monetary tightening, affecting short-term funding and market conditions. – vtmarketsmy.com
In a CNBC interview, Howard Lutnick mentioned expecting 15 to 20 upcoming letters about copper tariffs.
Written on July 9, 2025 at 10:23 am, by davin
US Commerce Secretary Lutnick hints at upcoming trade measures, including potential copper tariffs, amidst escalating US-China tensions with Trump’s return. Traders should prepare for market shifts and increased volatility in commodities. – vtmarketsmy.com
