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Monthly Archives: September 2025
Japan’s trade figures for August 2025 show declining exports and imports, resulting in a trade balance of -242.5 billion yen.
Written on September 17, 2025 at 2:35 am, by davin
Japan’s August 2025 trade data reveals declining exports and imports, sparking concern for domestic markets. While major companies may stabilize, retailers struggle, hinting at continued low bond yields and currency volatility. – vtmarketsmy.com
Westpac’s Leading Index drops below trend, signaling economic slowdown despite recovery efforts in Australia
Written on September 17, 2025 at 1:36 am, by davin
Australia’s economy shows signs of slowing, with a key index dipping below trend for the first time since 2024. Traders should brace for currency volatility and potential ASX 200 headwinds ahead. – vtmarketsmy.com
In August, Singapore’s non-oil exports declined significantly due to falling shipments and U.S. tariffs.
Written on September 17, 2025 at 1:36 am, by davin
Singapore’s non-oil exports plummeted 11.3% in August, sparking concerns over an economic slowdown. With significant declines in shipments to major partners, investors may need to adjust strategies for potential downturns. – vtmarketsmy.com
PBOC expected to set USD/CNY rate at 7.1021, according to Reuters estimates
Written on September 17, 2025 at 1:35 am, by davin
The People’s Bank of China controls the yuan’s daily midpoint, allowing limited fluctuations. Current interventions reduce volatility, presenting unique trading opportunities amid potential shifts in policy and market stability. – vtmarketsmy.com
Analysts predict gold may hit $4,000 by 2026, but warn of possible short-term declines.
Written on September 17, 2025 at 1:35 am, by davin
Bank of America upholds its $4,000 gold target for 2026 but warns of short-term risks due to a hawkish Fed. Traders should consider hedging strategies amid impending rate cuts and inflation concerns. – vtmarketsmy.com
Rajappa from SocGen suggests a possible stock market decline if the Fed takes an unexpectedly hawkish stance.
Written on September 17, 2025 at 12:35 am, by davin
U.S. stocks could drop if the Fed signals fewer rate cuts than expected, leading to a stronger dollar and higher yields. Prepare with downside protection for market volatility and gold weakness. – vtmarketsmy.com
Banks generally predict a 25 basis point rate cut, while some expect a larger 50 basis point reduction.
Written on September 17, 2025 at 12:35 am, by davin
Markets brace for a potential Federal Reserve rate cut, with banks divided on 25 vs. 50 basis points. The outcome hinges on guidance, with traders adjusting strategies for volatility and market reactions. – vtmarketsmy.com
New Zealand’s Q2 current account deficit unexpectedly improves compared to the previous quarter
Written on September 16, 2025 at 11:35 pm, by davin
New Zealand’s current account deficit fell to -0.970 billion NZD in Q2 2025, reflecting economic strength and reduced reliance on foreign borrowing, though the NZD/USD remained stable amid global uncertainties. – vtmarketsmy.com
Loretta Mester discusses challenges for the FOMC, including political pressure and public skepticism about credibility.
Written on September 16, 2025 at 10:36 pm, by davin
Former Cleveland Fed President Loretta Mester warns of political pressures threatening the Fed’s credibility. With persistent inflation and heightened market volatility, premature rate cuts could risk significant policy mistakes. – vtmarketsmy.com
Morgan Stanley’s CIO supports a 60/20/20 strategy, emphasizing gold’s better hedging potential against inflation
Written on September 16, 2025 at 10:35 pm, by davin
Mike Wilson of Morgan Stanley suggests a 60/20/20 investment strategy, shifting to include 20% in gold for better inflation protection, while emphasizing short-term Treasuries and derivatives for cautious income generation. – vtmarketsmy.com
