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Monthly Archives: August 2025
FX option expiries could affect trader behavior before the US CPI report and data release.
Written on August 12, 2025 at 5:21 am, by davin
Traders are anxiously awaiting today’s US CPI report, as significant FX option expiries in EUR/USD and USD/CAD may lead to volatility, shaping market direction for the upcoming weeks. – vtmarketsmy.com
Traders expect a 25 bps rate cut from the RBA, but anticipate muted market reactions.
Written on August 12, 2025 at 5:21 am, by davin
The RBA is set to cut the cash rate to 3.60%, expectedly impacting markets. Focus now shifts to future guidance and currency pressure amid a softening economy and rising unemployment. – vtmarketsmy.com
Xi and Lula discuss soybean trade while US demands have minimal impact on Brazil’s exports
Written on August 12, 2025 at 4:22 am, by davin
China’s soybean trade dynamics shift as President Xi discusses trade with Brazil’s Lula. Despite U.S. pressure to buy more, a supply glut and weak demand favor Brazil, keeping soybean prices bearish. – vtmarketsmy.com
Asian equities rise after US-China tariff extension, while Australia’s business confidence hits a three-year high.
Written on August 12, 2025 at 4:21 am, by davin
The US and China have prolonged their tariff truce, boosting Asian markets. China’s new loan policies aim to enhance consumption, while Australia anticipates a rate cut, driving currency trading opportunities. – vtmarketsmy.com
JPMorgan warns of possible stagflation as prices rise and US growth and jobs slow down
Written on August 12, 2025 at 3:22 am, by davin
JPMorgan forecasts stagflation in the US due to rising tariffs, declining consumer demand, and a softening job market, hinting at potential Federal Reserve interest rate cuts amid growing economic uncertainty. – vtmarketsmy.com
China plans to announce subsidized loans for consumers and services to boost economic growth
Written on August 12, 2025 at 3:22 am, by davin
China will announce new subsidized loan policies on August 13 to stimulate consumption amid economic slowdown. Analysts worry about market reactions depending on the scale and specifics of the measures. – vtmarketsmy.com
South Korean and US leaders to discuss economic security and alliances in Washington
Written on August 12, 2025 at 3:22 am, by davin
South Korean President Lee Jae-myung’s upcoming U.S. visit aims to strengthen alliances and tackle economic security issues, potentially causing market volatility in South Korean assets and impacting the Korean won. – vtmarketsmy.com
Australia’s business confidence reached a three-year high in July amid inflation concerns and varying conditions
Written on August 12, 2025 at 3:21 am, by davin
Australia’s business confidence soared to a three-year high, but conditions, profitability, and employment declined. Rising inflation complicates the economic outlook, prompting an unusual RBA rate cut. Navigating these tensions is crucial for traders. – vtmarketsmy.com
China eases trade restrictions on 12 US companies, permitting case-by-case license applications for exporters
Written on August 12, 2025 at 2:22 am, by davin
China’s revised export controls allow companies to seek trade permissions, easing tensions with the U.S. This could lower market volatility and boost tech stocks, but risks remain. – vtmarketsmy.com
PBOC sets USD/CNY rate at 7.1418, exceeding projections of 7.1901.
Written on August 12, 2025 at 2:21 am, by davin
The People’s Bank of China set a stronger USD/CNY rate at 7.1418, signaling its intent to support the yuan amid economic slowdown. Traders should reconsider US dollar bets and watch daily fixes. – vtmarketsmy.com
