Japan’s manufacturing sector showed signs of stabilisation in May 2025, with PMI improving to 49.4, indicating slower contraction and rising employment. Confidence grows amidst global challenges and cautious demand. – vtmarketsmy.com
Goldman Sachs predicts OPEC+ will increase oil production in August but maintain steady output afterward, leading to lower price forecasts for Brent and WTI crude through 2026. Supply resilience caps price surges. – vtmarketsmy.com
Governor Waller hints at potential rate cuts later this year, stressing that tariff-induced inflation may be temporary. The Fed is closely monitoring economic data, balancing caution with evolving market expectations. – vtmarketsmy.com
Japan’s Q1 2025 capital spending surged 6.4%, surpassing expectations and rebounding from previous declines. While sales grew, profit growth lagged, raising concerns over rising costs affecting future earnings. – vtmarketsmy.com
The Bank of Japan’s unprecedented 100% provisioning for bond losses signals serious preparations for rising interest rates, impacting yen value and global markets. Traders should adjust strategies to manage increased volatility. – vtmarketsmy.com
Australia’s Manufacturing PMI fell to 51.0 in May 2025, indicating reduced growth amidst slowing production and new orders. Despite this, strong export orders and hiring hint at resilience ahead. – vtmarketsmy.com
China is reportedly withholding key industrial products, raising concerns about U.S.-China trade relations. A potential Trump-Xi discussion may reshape economic strategies and market volatility around supply chains and investments. – vtmarketsmy.com
China’s manufacturing sector shows slight improvement with a May PMI of 49.5, but remains in contraction. Diverging performances between large and small firms highlight ongoing economic fragility amid anticipated policy changes. – vtmarketsmy.com
Governor Ueda’s insights reveal the Bank of Japan’s cautious shift from ultra-loose policy to closer data monitoring, signaling potential gradual interest rate adjustments amid rising inflation and yen volatility. – vtmarketsmy.com
The New York Fed President emphasizes the need to anchor inflation expectations to prevent long-term issues. As the US Dollar Index hovers around 99.50, traders should watch for shifts in monetary policy. – vtmarketsmy.com
Insights 
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