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Monthly Archives: September 2025
Yields on US Treasuries drop to their lowest levels since May 2023
Written on September 5, 2025 at 1:36 am, by davin
US Treasury yields are at their lowest since May, signaling a weaker economic outlook and potential for lower interest rates. Investing in Treasury futures and swaps could capitalize on this trend. – vtmarketsmy.com
Mass production of AI chips co-designed with Broadcom is expected to start next year.
Written on September 5, 2025 at 1:35 am, by davin
OpenAI plans to produce specialized AI chips with Broadcom, aiming to enhance its AI capabilities and reduce dependency on current suppliers. This venture could reshape the AI hardware landscape, impacting Nvidia’s market position. – vtmarketsmy.com
Trump plans to impose heavy tariffs on foreign chip imports unless they are produced in the U.S.
Written on September 5, 2025 at 1:35 am, by davin
Trump’s proposed tariffs on semiconductor imports could reshape the market, driving volatility as companies brace for impacts. U.S. investments surge, but risks loom over Asian producers and inflation. Stay alert! – vtmarketsmy.com
Estimates suggest the PBOC will set the USD/CNY reference rate at 7.1052.
Written on September 5, 2025 at 1:35 am, by davin
The People’s Bank of China manages the yuan’s exchange rate, allowing fluctuations within a 2% range. Current market pressures suggest potential risks and opportunities for traders amid economic challenges. – vtmarketsmy.com
Trump’s tariff reduction on Japanese cars is seen positively, but buyer costs are set to rise.
Written on September 5, 2025 at 12:35 am, by davin
Trump’s tariff on Japanese cars has jumped to 15%, framing volatility as a potential trading opportunity. Expect market reactions, especially for Toyota and Honda, and consider option strategies for protection. – vtmarketsmy.com
In Japan, real wages rose by 0.5% in July, and household spending increased by 1.4% year-over-year.
Written on September 5, 2025 at 12:35 am, by davin
Japan’s economic strategy focuses on raising wages to boost inflation, with July showing a 0.5% wage increase. However, household spending fell short of expectations, signalling potential market shifts ahead. – vtmarketsmy.com
Austan Goolsbee expresses caution about uncertainty, highlighting concerns over the labor market and inflation.
Written on September 5, 2025 at 12:35 am, by davin
Chicago Fed President Austan Goolsbee warns of labor market deterioration and inflation risk, suggesting traders consider volatility and positions against a potential September rate cut. Uncertainty looms. – vtmarketsmy.com
JPMorgan sees gold as a perfect hedge against concerns about the Federal Reserve’s independence.
Written on September 4, 2025 at 11:35 pm, by davin
Market fears regarding Federal Reserve independence are reshaping investment strategies, with rising short bets on Treasuries, a shift toward value stocks, and gold emerging as a prominent hedge against uncertainty. – vtmarketsmy.com
Bank of America predicts the euro could reach $1.25, raising concerns about dollar undervaluation.
Written on September 4, 2025 at 10:35 pm, by davin
Bank of America anticipates a rising euro, predicting it may reach 1.20-1.25 as the U.S. dollar faces undervaluation risks. Economic shifts in Europe and U.S. instability could drive this change. – vtmarketsmy.com
Gold might hit $5,000 per ounce because of political pressures impacting U.S. market confidence.
Written on September 4, 2025 at 10:35 pm, by davin
Gold could soar to $5,000 per ounce due to political pressure on the Federal Reserve, sparking a flight to safe-haven assets. Traders see significant opportunities in gold derivatives amidst rising uncertainty. – vtmarketsmy.com
