Insights 
VT 
Monthly Archives: August 2025
Trump extends suspension of tariffs on China by another 90 days.
Written on August 12, 2025 at 1:21 am, by davin
Trump’s tariff suspension on China continues for 90 days, easing market tensions. As Japan’s stocks soar, the US economy shows recession signs, raising concerns over Nvidia and AMD’s chip exports. – vtmarketsmy.com
Economists predict GBP will weaken against EUR due to rate cuts but will have limited decline against USD.
Written on August 12, 2025 at 12:21 am, by davin
The Bank of England will cut rates quarterly, aiming for 3.0% by 2026. This could weaken the pound against the Euro and limit its drop against the dollar. – vtmarketsmy.com
UK retail sales rose due to warm weather and higher food costs, but momentum slowed.
Written on August 12, 2025 at 12:21 am, by davin
UK retail sales show resilience but face pressure from rising unemployment. As interest rate decisions loom, traders should focus on derivatives, particularly GBP options and FTSE 250 consumer stocks. – vtmarketsmy.com
MUFG suggests rising inflation could prevent a Federal Reserve rate cut, leading to a stronger dollar
Written on August 11, 2025 at 11:21 pm, by davin
The US dollar surged as traders speculate on rising inflation, impacting Fed rate cut expectations. Analysts warn unexpected inflation boosts could delay cuts, increasing market volatility and influencing trading strategies. – vtmarketsmy.com
Citi warns that the upcoming CPI report could raise concerns for the Fed about inflation and tariffs
Written on August 11, 2025 at 11:21 pm, by davin
Citi warns the upcoming US CPI report could challenge the Federal Reserve due to rising core goods inflation and tariffs. Traders should brace for volatility as the market reacts to potential surprises. – vtmarketsmy.com
JPMorgan warns that ongoing inflation could reduce bond profits and weaken the dollar.
Written on August 11, 2025 at 10:22 pm, by davin
JPMorgan warns that rising inflation may thwart bond rallies and limit Federal Reserve rate cuts, weakening the US dollar. Investors should brace for stagflation risks impacting bonds, stocks, and currency values. – vtmarketsmy.com
Goldman Sachs forecasts a 70% increase in consumer costs from tariffs affecting markets
Written on August 11, 2025 at 10:21 pm, by davin
Consumer costs are set to soar 70% by autumn due to tariffs, with US companies absorbing the majority. This volatility signals a bearish market ahead, presenting trading opportunities in options and safe-haven assets. – vtmarketsmy.com
Markets show slight shifts ahead of CPI data as the US dollar strengthens against major currencies
Written on August 11, 2025 at 9:22 pm, by davin
US stocks dipped despite Nasdaq’s intraday high. Trump paused China tariff hikes, while inflation and upcoming CPI data stir market tensions. The US dollar gains strength amid mixed economic indicators. – vtmarketsmy.com
Bank of America warns the Fed against rate cuts due to ongoing inflation and economic issues
Written on August 11, 2025 at 9:21 pm, by davin
Bank of America warns against cutting interest rates in September, citing persistent inflation above target and recent tariff hikes. Traders should consider strategies to hedge against market volatility and currency shifts. – vtmarketsmy.com
Anticipation of a 25 basis point rate cut from the Reserve Bank of Australia today
Written on August 11, 2025 at 9:21 pm, by davin
The Reserve Bank of Australia is poised to cut its cash rate by 25 basis points, signaling a ‘hawkish cut’ amidst mixed economic indicators. This could create volatility for traders. – vtmarketsmy.com
