Monthly Archives: September 2025
Mercer reports that investor allocations are shifting from US assets to European and Japanese markets.
Written on September 18, 2025 at 3:35 am, by davin
Investor concerns over Trump’s trade policies and the Fed are prompting a $17 trillion fund shift towards Europe and Japan. U.S. markets lag, making diversifying strategies increasingly vital. – vtmarketsmy.com
Goldman Sachs Asset Management expects two quarter-point interest rate cuts by the Fed in the coming months.
Written on September 18, 2025 at 2:36 am, by davin
Goldman Sachs predicts two more 25 basis point cuts from the Fed in October and December 2023, with a cautious approach ensuring stable inflation and growth. Watch for economic surprises that could change this trajectory. – vtmarketsmy.com
Australian dollar weakens significantly against US dollar after poor job loss figures
Written on September 18, 2025 at 2:36 am, by davin
The Australian dollar plunged after August’s dismal job report showed a 5.4K job loss versus an expected gain. Traders are advised to consider put options amid anticipated further declines. – vtmarketsmy.com
The Australian jobless rate holds steady at 4.2%, but employment figures showed worrying declines in August 2025.
Written on September 18, 2025 at 2:35 am, by davin
Australia’s August 2025 job market shows cracks, with full-time employment dropping by 40.9K despite a stable unemployment rate of 4.2%. This raises concerns about a potential Reserve Bank rate cut. – vtmarketsmy.com
PBOC sets USD/CNY midpoint at 7.1085, lower than the forecast of 7.1113.
Written on September 18, 2025 at 2:35 am, by davin
The People’s Bank of China set the USD/CNY reference rate at 7.1085, indicating efforts to stabilize the yuan amid mixed economic signals. Traders should approach cautiously with strategic options. – vtmarketsmy.com
Disappointing economic data suggests more rate cuts for New Zealand, affecting the NZD/USD
Written on September 18, 2025 at 1:35 am, by davin
The New Zealand dollar plummets after a surprising GDP decline, prompting potential interest rate cuts. Traders see opportunities in options and short positions against the Australian dollar as volatility looms. – vtmarketsmy.com
Westpac predicts that the Reserve Bank of New Zealand will lower rates soon
Written on September 18, 2025 at 1:35 am, by davin
Westpac predicts rapid interest rate cuts from the Reserve Bank of New Zealand, reducing the Official Cash Rate to 2.25%. Weak GDP and declining inflation pressure the RBNZ for aggressive measures. – vtmarketsmy.com
PBOC estimates the USD/CNY reference rate will be 7.1113
Written on September 18, 2025 at 1:35 am, by davin
The PBOC strategically manages the yuan’s midpoint daily, allowing it to fluctuate within 2%. Recent US rate cuts pressure the USD/CNY, creating trading opportunities amid potential volatility and increased short positions. – vtmarketsmy.com
Japan’s machinery orders increased by 4.9% year-on-year, but there was a troubling decline month-on-month.
Written on September 18, 2025 at 12:36 am, by davin
Japan’s July 2025 machine orders rose 4.9% year-on-year but fell 4.6% month-on-month, sparking concerns about business investment. The Bank of Japan is expected to maintain low interest rates amid economic uncertainty. – vtmarketsmy.com
HKMA lowers its base rate to 4.5% to match the U.S. Federal Reserve
Written on September 18, 2025 at 12:36 am, by davin
The Hong Kong Monetary Authority cut its base interest rate to 4.5% to maintain the currency peg with the U.S. dollar, signaling potential trading opportunities ahead for investors and developers. – vtmarketsmy.com