Monthly Archives: August 2025
Japanese Yen Under Fire as Yield Differentials Bite
Written on August 18, 2025 at 3:10 am, by pumarketings
Key Takeaways: * The yen stayed under pressure as wide yield differentials continue to favor the dollar, with U.S. rates remaining elevated.* The BoJ’s cautious stance on policy tightening keeps the currency vulnerable to capital outflows, limiting its defensive appeal.* While risk-off episodes briefly support the yen, safe-haven flows remain insufficient to offset structural policyContinue Reading
Greenback Weakens as Growth Momentum Fades
Written on August 18, 2025 at 3:08 am, by pumarketings
Key Takeaways: * The dollar eased as soft consumer sentiment and weaker industrial output overshadowed firm retail sales, highlighting uneven U.S. growth.* With inflation still sticky but demand showing cracks, the Fed’s rate path remains uncertain, leaving markets sensitive to incoming data.* Greenback moves are increasingly tied to Treasury yields and shifting Fed cut expectationsContinue Reading
CPI, GDP, and Central Bank Minutes Take Center Stage as Markets Weigh Growth Risks
Written on August 15, 2025 at 7:39 am, by pumarketings
The Week Ahead: Week of August 18, 2025 (GMT+3) Weekly Market PreviewThe third week of August opens with fresh policy guidance from the Reserve Bank of New Zealand, setting the tone for a week heavy with inflation and growth updates. Midweek attention shifts to the UK and Eurozone CPI releases, where any deviation from forecastsContinue Reading
