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Monthly Archives: August 2025
NVIDIA faces challenges as the S&P 500 remains strong, suggesting a possible capital rotation strategy
Written on August 29, 2025 at 2:28 pm, by davin
NVIDIA struggles post-earnings, attracting capital shifts toward the robust S&P 500 (SPY). While SPY shows resilience, traders may explore options strategies to hedge against NVIDIA’s weakness. – vtmarketsmy.com
Canada’s GDP in June disappoints, causing currency to weaken
Written on August 29, 2025 at 1:29 pm, by davin
Canada’s GDP fell 0.1% in June and 1.6% in Q2, signaling a technical recession. The Canadian dollar weakens as expectations grow for interest rate cuts, prompting traders to adjust strategies. – vtmarketsmy.com
Core PCE meets expectations for July, showing little market reaction before upcoming labor data
Written on August 29, 2025 at 1:29 pm, by davin
The July 2025 US PCE report shows inflation as expected, with strong consumer income and spending, maintaining pressure on the Federal Reserve. Upcoming labor data could significantly alter market expectations. – vtmarketsmy.com
The upcoming US Core PCE report might not affect the market, as labor data takes center stage.
Written on August 29, 2025 at 1:28 pm, by davin
Focus shifts to US PCE report and Canadian GDP figures. Core PCE expected at 2.9%, with minimal market impact anticipated. Upcoming labor data could reshape rate cut expectations for the Fed and BoC. – vtmarketsmy.com
Germany’s August CPI increases to 2.2% annually, surpassing expectations, with core inflation steady at 2.7%
Written on August 29, 2025 at 1:28 pm, by davin
Germany’s inflation rose to 2.2% in August, exceeding expectations and complicating the European Central Bank’s strategy. This persistent inflation may impact interest rates and boost the Euro against the dollar. – vtmarketsmy.com
The dollar was stable as European equities dipped, focusing on US PCE data.
Written on August 29, 2025 at 12:28 pm, by davin
Currency traders are in a cautious mood as inflation data looms, impacting European equities. The strong US dollar could gain further traction, depending on today’s crucial inflation report. – vtmarketsmy.com
Nomura suggests that growing worries about Fed independence may further weaken the US dollar.
Written on August 29, 2025 at 11:28 am, by davin
Concerns over the Federal Reserve’s independence could pressure the US dollar and equities, mirroring the inflation struggles of the 1970s. Traders may benefit from protective strategies against a declining dollar. – vtmarketsmy.com
European stocks decline this morning as tech shares lead the drop amid month-end rebalancing concerns
Written on August 29, 2025 at 10:29 am, by davin
European stocks are down, led by technology sell-offs, as month-end adjustments take hold. Key economic data next week could shift sentiment, suggesting a cautious approach for investors amid historical September declines. – vtmarketsmy.com
Italy’s preliminary CPI for August rose 1.6%, slightly below expectations, while core inflation was at 2.1%
Written on August 29, 2025 at 10:29 am, by davin
Italy’s inflation data shows a year-on-year CPI increase of 1.6%, slightly below expectations, while core inflation rises to 2.1%. This suggests stable interest rates and cautious policy from the ECB. – vtmarketsmy.com
Inflation expectations hold steady at 2.6%, well above the ECB’s 2% target.
Written on August 29, 2025 at 10:28 am, by davin
Inflation expectations remain steady at 2.6%, above the ECB’s target, signaling potential rate hikes ahead. With unemployment low, traders should consider strategies to capitalize on increased market volatility. – vtmarketsmy.com
