Insights 
VT 
Monthly Archives: August 2025
Japanese trade envoy makes progress on US tariff corrections and refunds
Written on August 8, 2025 at 2:21 am, by davin
A new U.S.-Japan trade deal caps tariffs on Japanese goods at 15%, reducing auto tariffs significantly. This will boost Japanese automaker stocks, strengthen the yen, and positively impact the Nikkei 225 index. – vtmarketsmy.com
Economists predict the RBA will lower rates to 3.60% in August and possibly to 3.35% later.
Written on August 8, 2025 at 1:22 am, by davin
The Reserve Bank of Australia is set to cut its cash rate to 3.60% on August 12 due to falling inflation and rising unemployment, signaling potential market shifts ahead. – vtmarketsmy.com
Reuters predicts the PBOC will set the USD/CNY reference rate at 7.1742 around 01:15 GMT.
Written on August 8, 2025 at 1:22 am, by davin
The PBOC’s expected USD/CNY rate of 7.1742 reflects its effort to manage yuan stability amid economic challenges. Traders may find opportunities with range-bound strategies, given the central bank’s intervention. – vtmarketsmy.com
The Bank of Japan has mixed opinions on rate hikes because of inflation and trade uncertainties.
Written on August 8, 2025 at 1:22 am, by davin
Japan’s central bank faces a split over interest rate hikes amid persistent inflation and global trade uncertainties. Investors should prepare for potential volatility in the yen and government bonds. – vtmarketsmy.com
At the July meeting, the Bank of Japan kept interest rates steady amid uncertain economic conditions and inflation
Written on August 8, 2025 at 1:21 am, by davin
The Bank of Japan’s interest rates remain unchanged at 0.5% amid mixed opinions on future hikes. Heightened uncertainty offers opportunities for traders to strategize around volatility and economic data impacts. – vtmarketsmy.com
Japan’s household spending in June rose 1.3% year-on-year, falling short of expectations amid declining inflation-adjusted wages.
Written on August 8, 2025 at 12:22 am, by davin
Japan’s household spending rose 1.3% in June, missing forecasts, while inflation-adjusted wages fell for six months. This weak data suggests the Bank of Japan will delay interest hikes, impacting markets. – vtmarketsmy.com
S&P Global projects that tariff increases will cut oil demand growth in 2025 by half.
Written on August 8, 2025 at 12:21 am, by davin
Tariffs are set to slash global oil demand growth significantly in 2025, reshaping market strategies as traders brace for potential price drops and increased volatility. Bearish plays gain traction. – vtmarketsmy.com
Bank of England’s split vote may further boost the pound’s value
Written on August 7, 2025 at 11:22 pm, by davin
The Bank of England’s cautious 25 basis point rate cut signals limited future easing, potentially boosting the pound as the U.S. dollar weakens. Traders see opportunity in GBP/USD options amidst volatility. – vtmarketsmy.com
UBS highlights economic fundamentals for markets, urging investors to focus on long-term strategies and diversification
Written on August 7, 2025 at 11:21 pm, by davin
UBS advises focusing on long-term investments despite market volatility. They recommend diversification, buying during dips, and using defensive strategies like protective puts to safeguard gains against downturns. – vtmarketsmy.com
Akazawa talks with US officials produced no results on Japan’s trade tariffs.
Written on August 7, 2025 at 10:22 pm, by davin
Japan and the US held talks on trade tariffs, but no progress was achieved. The ongoing stalemate poses risks for Japanese stocks and keeps traders cautious, especially regarding the USD/JPY currency pair. – vtmarketsmy.com
