Insights 
VT 
Monthly Archives: August 2025
Wholesale inflation in Japan slows for the fourth month in a row, influencing the Bank of Japan’s decisions
Written on August 13, 2025 at 1:22 am, by davin
Japan’s wholesale inflation slows for the fourth month, easing pressure on interest rates. Meanwhile, stock indices like Nikkei hit new highs, driven by low borrowing costs and positive market sentiment. – vtmarketsmy.com
Reuters estimates the USD/CNY reference rate at 7.1759.
Written on August 13, 2025 at 1:22 am, by davin
The PBOC sets the USD/CNY midpoint at 7.1759, balancing currency stability with economic data, while allowing fluctuations within a 2% band. Traders should watch for potential market pressure signals from the yuan. – vtmarketsmy.com
Japan’s Nikkei and Topix stock indices reach record highs after Wall Street’s performance
Written on August 13, 2025 at 1:21 am, by davin
Japan’s stock markets, Nikkei and Topix, hit record highs, driven by Wall Street gains and a weak yen. Investors should navigate risks with hedging strategies amid this bullish trend. – vtmarketsmy.com
Japan’s July PPI increased by 0.2% month-over-month and 2.6% year-over-year, surpassing predictions despite a decline in June.
Written on August 13, 2025 at 12:22 am, by davin
Japan’s Producer Price Index rose 0.2% in July, signaling persistent corporate-level inflation and prompting speculation about another rate hike. This could strengthen the yen and impact equity strategies. – vtmarketsmy.com
Morgan Stanley points out three risks that could stop the stock market’s upward trend despite recent highs.
Written on August 13, 2025 at 12:22 am, by davin
Morgan Stanley warns three risks could jeopardize the stock market rally: a cooling labor market, concentrated Q2 earnings growth, and rising inflation. Traders should consider protective options amid market complacency. – vtmarketsmy.com
Japan’s manufacturing index rises to +9, but non-manufacturing falls to +24, showing mixed sentiment
Written on August 13, 2025 at 12:21 am, by davin
Japanese manufacturers are cautiously optimistic, but troubling signs emerge as the non-manufacturing index dips and the food industry suffers. Traders should prepare for potential market volatility and consider protective strategies. – vtmarketsmy.com
In July 2025, New Zealand retail sales rose by 0.2% month-on-month and grew by 1.7% year-on-year.
Written on August 12, 2025 at 11:22 pm, by davin
New Zealand’s retail sales rose 0.2% in July, with a yearly growth of 1.7%, signaling resilience despite mixed economic signals. Traders should monitor upcoming data closely for potential volatility. – vtmarketsmy.com
Rabobank predicts a decline in the pound, estimating EUR/GBP will soon reach 0.87 and 0.88 later.
Written on August 12, 2025 at 11:21 pm, by davin
Rabobank forecasts a weakening pound, predicting the euro to pound rate at 0.87 soon, rising to 0.88 in six months. High inflation and upcoming rate cuts fuel concerns of stagflation. Traders should prepare. – vtmarketsmy.com
UBS predicts the Federal Reserve will begin cutting rates by 100 basis points starting in September
Written on August 12, 2025 at 11:21 pm, by davin
UBS predicts price pressures will persist until 2026, but the Fed may cut rates soon to support the slowing economy. This could boost equities and lower market volatility. – vtmarketsmy.com
Goldman Sachs suggests US inflation data supports a Fed rate cut to reduce economic risks
Written on August 12, 2025 at 10:22 pm, by davin
Goldman Sachs believes recent US inflation and job data suggest temporary price pressures, hinting at a potential September rate cut. Traders should prepare for market shifts focusing on employment trends. – vtmarketsmy.com
