Job data turbulence spikes rate cut expectations, with President Trump criticizing the Fed and firing the BLS chief. This chaos threatens market stability and the credibility of US economic data. – vtmarketsmy.com
China is set to tax bond interest income, impacting 70% of its bond market. This shift may reduce demand, raise yields, and spark volatility, echoing past market reactions. – vtmarketsmy.com
Oil prices briefly dipped after OPEC+ announced an output increase but later recovered. Mixed equity performances, especially in Japan, and fluctuating USD/JPY create trading opportunities amid global uncertainty. – vtmarketsmy.com
Japan’s trade deal with the U.S. is non-binding, raising concerns about its effectiveness. Traders should prepare for market volatility and consider strategic hedging as negotiations continue amid uncertainty. – vtmarketsmy.com
Wells Fargo predicts the Bank of Japan will keep interest rates steady in September, with a potential 25 basis point hike in October if economic conditions improve. Traders should prepare for volatility. – vtmarketsmy.com
Japanese stocks face a significant decline, with the Nikkei 225 dropping 1.8%, driven by US economic concerns and political instability. Traders are advised to consider protective options strategies amid uncertainty. – vtmarketsmy.com
Goldman Sachs forecasts Brent crude at $64 per barrel in Q4 2025, citing economic risks and potential U.S. recession. Traders should consider bearish strategies due to weakening oil demand. – vtmarketsmy.com
Concerns rise over the Trump administration’s dismissal of BLS Commissioner Erika McEntarfer, potentially undermining trust in inflation data. This could destabilize TIPS markets, impacting investors and Federal Reserve policies. – vtmarketsmy.com
Inflation surged in July, with a 0.9% increase, raising annual rates to 2.9%. This unexpected spike complicates hopes for a Reserve Bank of Australia rate cut and impacts market strategies. – vtmarketsmy.com
The People’s Bank of China signals yuan stability with a strong midpoint fix at 7.1395, countering depreciation. Traders should adapt to lower volatility and consider range-trading strategies for profits. – vtmarketsmy.com
Insights 
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