Monthly Archives: September 2025
Yen Under Fire as Yields Rise and Politics Unravel
Written on September 4, 2025 at 8:53 am, by
Key Takeaways: *Political Shock Weakens Yen – The resignation of top LDP figures undermines Ishiba’s leadership, raising fears of looser fiscal policy. *Policy Divergence Widens – Surging U.S. yields and the BoJ’s dovish stance keep Japan far behind its global peers. *Downside Risks Dominate – Without a hawkish BoJ pivot or political stability, speculative sellingContinue Reading
Wall Street Extends Losses Amid Tech Selloff, Policy Uncertainty; NFP in Focus
Written on September 4, 2025 at 8:11 am, by
Key Takeaways: *Major indices fell for a second straight session as profit-taking and tech sector weakness weighed on sentiment. *Google’s partial win in its antitrust case is seen as a positive for Big Tech, potentially supporting a tech rebound. *Markets eye Friday’s NFP report and Congress’s budget talks, which could influence both Fed policy expectationsContinue Reading
Euro Gains on Labor Market Optimism, Eyes CPI Data for Next Catalyst
Written on September 4, 2025 at 8:06 am, by
Key Takeaways: *Eurozone unemployment fell to 6.2%, signaling improving job conditions and lifting the euro. *Markets await eurozone CPI, expected to hold at 2%, reinforcing ECB policy stability. *A steady inflation print could extend the euro’s near-term strength, especially against a cautious U.S. dollar. Market Summary: The euro strengthened against its G10 peers during theContinue Reading
