The Bank of Japan will likely keep rates at 0.5% but hints at potential hikes due to easing trade tensions. Traders should focus on currency volatility and hawkish sentiments ahead. – vtmarketsmy.com
Japan is investing $550 billion in the U.S. to lower tariffs and strengthen supply chains, significantly boosting its export-driven economy and creating opportunities in U.S. equities and currency movements. – vtmarketsmy.com
Ethereum hits its highest price since late 2021, driven by a new US-EU trade deal and upcoming discussions with China. Market optimism fuels bullish sentiment and reveals investment opportunities in crypto. – vtmarketsmy.com
Samsung has secured a $16.5 billion deal with Tesla to manufacture semiconductors until 2033, boosting its struggling foundry operations and stabilizing supply chains for Tesla’s self-driving technology. – vtmarketsmy.com
South Korea’s “Make American Shipbuilding Great Again” investment proposal aims to eliminate tariffs before the August 1 deadline, boosting both U.S. shipbuilding and South Korean markets. Positive negotiations are expected. – vtmarketsmy.com
China’s energy agency is ramping up efforts for summer electricity demands, aiming for a unified power market by year-end. This could lead to trading opportunities amid price volatility in thermal coal and LNG futures. – vtmarketsmy.com
Recent US trade agreements with Japan and the EU have eased uncertainty, reducing market volatility. This environment favors strategies like selling options on the S&P 500 and semiconductor ETFs for greater stability. – vtmarketsmy.com
Australia’s upcoming Q2 CPI data release on July 30 is critical; a trimmed mean inflation rate drop to 2.7% could lead to significant interest rate cuts by the RBA, impacting markets. – vtmarketsmy.com
The PBOC set a stronger-than-expected USD/CNY rate to support the yuan, aiming for stability as markets reopen. This move could provide opportunities in trading and enhance confidence in Chinese assets. – vtmarketsmy.com
Samsung Electronics has landed a $16.5 billion semiconductor deal, boosting its long-term stability and stock outlook. The major client’s identity remains secret, but this strengthens Samsung’s position in the AI market. – vtmarketsmy.com
Insights 
VT 
