SMIC’s demand outpaces supply, but a predicted slowdown looms. Trade conditions stabilize, offering short-term bullish opportunities in tech. Prepare for potential downturns in late September with strategic options trading. – vtmarketsmy.com
A new U.S.-Japan trade deal caps tariffs on Japanese goods at 15%, reducing auto tariffs significantly. This will boost Japanese automaker stocks, strengthen the yen, and positively impact the Nikkei 225 index. – vtmarketsmy.com
The Reserve Bank of Australia is set to cut its cash rate to 3.60% on August 12 due to falling inflation and rising unemployment, signaling potential market shifts ahead. – vtmarketsmy.com
The PBOC’s expected USD/CNY rate of 7.1742 reflects its effort to manage yuan stability amid economic challenges. Traders may find opportunities with range-bound strategies, given the central bank’s intervention. – vtmarketsmy.com
Japan’s central bank faces a split over interest rate hikes amid persistent inflation and global trade uncertainties. Investors should prepare for potential volatility in the yen and government bonds. – vtmarketsmy.com
The Bank of Japan’s interest rates remain unchanged at 0.5% amid mixed opinions on future hikes. Heightened uncertainty offers opportunities for traders to strategize around volatility and economic data impacts. – vtmarketsmy.com
Japan’s household spending rose 1.3% in June, missing forecasts, while inflation-adjusted wages fell for six months. This weak data suggests the Bank of Japan will delay interest hikes, impacting markets. – vtmarketsmy.com
Tariffs are set to slash global oil demand growth significantly in 2025, reshaping market strategies as traders brace for potential price drops and increased volatility. Bearish plays gain traction. – vtmarketsmy.com
The Bank of England’s cautious 25 basis point rate cut signals limited future easing, potentially boosting the pound as the U.S. dollar weakens. Traders see opportunity in GBP/USD options amidst volatility. – vtmarketsmy.com
UBS advises focusing on long-term investments despite market volatility. They recommend diversification, buying during dips, and using defensive strategies like protective puts to safeguard gains against downturns. – vtmarketsmy.com
Insights 
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