Monthly Archives: July 2025
Global Markets Rattled as U.S. Tariff Threats Escalate, Dollar Heads Lower
Written on July 9, 2025 at 3:37 am, by
Key Takeaways:*The White House announced sweeping tariff increases on a broad range of countries—Japan, South Korea (25%), Indonesia (32%), Thailand (36%), and others—reviving concerns over escalating global trade tensions. *The Dow Jones tumbled over 400 points while the U.S. dollar softened, as risk sentiment soured on fears of retaliatory actions and geopolitical uncertainty. Financial marketsContinue Reading
Euro Resilient as Dollar Wobbles, Data Mixed
Written on July 9, 2025 at 3:36 am, by
Key Takeaways:*EUR supported by German rebound and policy tailwinds: Stronger-than-expected German industrial output (+1.2% MoM) offers hope for a cyclical recovery, underpinning euro strength. *Dollar weakness and reserve status boost sentiment: ECB officials cite the euro’s growing global role amid concerns over U.S. fiscal health, Fed credibility, and rising dollar skepticism. *Risks linger as retailContinue Reading
JPY Hit by Tariffs and Real Wage Collapse
Written on July 9, 2025 at 3:35 am, by
Key Takeaways: *Real wages slump as inflation outpaces income: May real wages fell 2.9% YoY, highlighting deepening pressure on household consumption as inflation remains elevated and wage growth lags behind. *BOJ faces policy trap amid weak data, rising risks: The BOJ remains dovish despite market pressure, with subdued wage dynamics and external headwinds complicating anyContinue Reading
