Monthly Archives: September 2025
Miran receives Senate confirmation, ensuring representation on the Fed Board after Kugler’s departure
Written on September 16, 2025 at 1:35 am, by davin
Stephen Miran’s Senate confirmation to the Federal Reserve Board signals significant changes, pushing for lower interest rates, impacting markets, and introducing political influence unprecedented since 1935. Trader strategies may need adjustment. – vtmarketsmy.com
Lisa Cook will participate in the upcoming Federal Open Market Committee meeting after receiving court clearance.
Written on September 16, 2025 at 1:35 am, by davin
Lisa Cook’s attendance at the Federal Reserve meeting reduces uncertainty around interest rates, favoring a dovish stance. Traders should consider volatility positions, as hawkish risks lessen, enhancing market stability. – vtmarketsmy.com
Hunter from the RBA says inflation is close to the target and consumption is improving.
Written on September 16, 2025 at 12:36 am, by davin
RBA’s Sarah Hunter highlights nearing inflation targets, a stable economic outlook, and improved consumption. With low chances of rate hikes, market focus shifts to potential cuts in 2026. – vtmarketsmy.com
A Bank of America strategist predicts a steady rally in Chinese stocks but cautions against an explosive surge
Written on September 16, 2025 at 12:35 am, by davin
Bank of America warns that the recent rally in Chinese equities, led by the CSI 300 Index, may slow down due to high market positions and suggests cautious trading strategies. – vtmarketsmy.com
TD Cowen predicts a 60% chance the SEC will adopt semi-annual earnings reporting, gaining support.
Written on September 16, 2025 at 12:35 am, by davin
The SEC’s potential shift to semi-annual earnings reports could reduce market transparency but increase volatility, impacting options strategies. Traders should prepare for enhanced price movements and new risk dynamics. – vtmarketsmy.com
RBC Capital Markets predicts the S&P 500 will reach 7,100 by 2026 but warns of potential volatility ahead.
Written on September 15, 2025 at 11:35 pm, by davin
RBC Capital Markets forecasts the S&P 500 reaching 7,100 by 2026, while 2025 sees a price target of 6,350. Expect market volatility but maintain a bullish long-term outlook. – vtmarketsmy.com
Trump advocates for semi-annual company updates instead of quarterly reporting to enhance management focus.
Written on September 15, 2025 at 11:35 pm, by davin
Donald Trump advocates for shifting US company reporting from quarterly to biannual, promoting long-term management. This change could alter market volatility and impact sectors unevenly, particularly technology stocks. – vtmarketsmy.com
The dollar may temporarily rise after a Fed rate cut, but labor weakness could lead to a decline.
Written on September 15, 2025 at 10:35 pm, by davin
The Fed is poised for a rate cut, with the dollar possibly rising briefly afterward. Traders should prepare for a quick dollar rally, but ongoing economic weakness suggests this will be short-lived. – vtmarketsmy.com
This week, markets await Powell’s comments while TD predicts disappointment for those hoping for rate cuts.
Written on September 15, 2025 at 10:35 pm, by davin
All eyes are on Wednesday’s Fed meeting, where Chair Powell may counter rate cut expectations, impacting the dollar and potentially leading to market volatility. Prepare for surprises ahead! – vtmarketsmy.com
Deutsche Bank expects the ECB to raise rates by late 2026
Written on September 15, 2025 at 10:35 pm, by davin
Deutsche Bank believes the European Central Bank has reached its peak 2% interest rate, with a potential hike by late 2026. This stability could impact currency derivatives positively. – vtmarketsmy.com