Monthly Archives: August 2025
The NY Fed’s survey shows increasing inflation expectations and consumers’ growing financial optimism.
Written on August 7, 2025 at 4:23 pm, by davin
Short-term inflation expectations tick up to 3.1%, while five-year outlook drops to 0.9%. Consumer optimism and easier credit access suggest a ‘soft landing’ for the economy, favoring stock market growth. – vtmarketsmy.com
The US dollar rises as EUR/USD gains fade, influenced by jobless claims and economic concerns
Written on August 7, 2025 at 4:22 pm, by davin
The Euro is gaining ground against the US Dollar, driven by optimism in Ukraine and concerns over US economic weakness. Traders anticipate further EUR/USD strength, eyeing targets at 1.1700. – vtmarketsmy.com
The strong relationship between the Mexican and US presidents led to another 90-day tariff delay.
Written on August 7, 2025 at 4:22 pm, by davin
Mexico enjoys a 90-day tariff delay, boosting the Peso’s stability. Analysts predict a minor interest rate cut from Banxico, while traders may focus on profit strategies during this calmer period. – vtmarketsmy.com
Apple drives tech rally as semiconductors recover, but healthcare faces challenges, leading to cautious investor sentiment
Written on August 7, 2025 at 4:22 pm, by davin
Tech stocks like Apple and Nvidia show promising growth amidst mixed market signals, while Eli Lilly’s sharp decline presents volatility trading opportunities in healthcare. Diversification is key for investors now. – vtmarketsmy.com
Bostic raises concerns about ongoing tariff effects while balancing inflation risks and employment uncertainties in the economy
Written on August 7, 2025 at 4:21 pm, by davin
Atlanta Fed President Rafael Bostic warns of an economic slowdown, job market uncertainties, and persistent inflation pressures. Traders should brace for volatility, optimizing strategies for potential market swings and rate cuts. – vtmarketsmy.com
UOB Group expects USD/CNH to trade between 7.1780 and 7.1980 within a broader range.
Written on August 7, 2025 at 3:23 pm, by davin
The US Dollar is expected to trade in a stable range of 7.1600 to 7.2240 against the yuan, indicating low volatility and potential for profit through options strategies amid steady economic data. – vtmarketsmy.com
Commerzbank analyst notes decline in Russia’s economy amid stalled US mediation efforts
Written on August 7, 2025 at 3:23 pm, by davin
The Russian economy is contracting for the first time since sanctions, with declining oil revenues and interest rate cuts weakening the ruble. Traders should consider USD/RUB and EUR/RUB positions. – vtmarketsmy.com
Waller emerges as the favored candidate for Fed chair with support from Trump’s team
Written on August 7, 2025 at 3:23 pm, by davin
Fed Governor Waller is a frontrunner for Fed Chair, indicating potential rate cuts ahead. This shift could boost equities and reshape Fed dynamics, prompting traders to position for market volatility and a weaker dollar. – vtmarketsmy.com
Wholesale sales rise by 0.3%, while inventories increase by 0.1%, indicating possible future pricing issues
Written on August 7, 2025 at 3:22 pm, by davin
Inventory levels are dropping, creating risks of inflation and supply issues. Traders should consider protective options strategies as market uncertainty rises due to potential tariffs and shifts in Federal policy. – vtmarketsmy.com
US Dollar rises above 147.30 against the Yen as Japan’s GDP expectations decline
Written on August 7, 2025 at 3:22 pm, by davin
The Japanese Yen weakens as growth forecasts drop and inflation hovers above target. A volatile USD/JPY trading range persists, suggesting potential for further Yen depreciation against the robust US economy. – vtmarketsmy.com