A strong wave of risk appetite is sweeping through global markets, with equities gaining ground across the board. Major European indexes are firmly higher, Japan’s Nikkei marked its second straight record close, and US futures are pointing to another day of record highs for S&P 500 and NASDAQ. Investors are finding comfort in a mix … Read more

Market headlines are thin today, with Japan stealing the spotlight as the Nikkei saw a steep pullback following yesterday’s record-setting close. The drop appears driven by traders cashing in on an extended rally rather than any shift in economic outlook. Fundamentally, Japanese equities remain supported, with the economic fallout from US tariffs proving milder than … Read more

Dollar regained its footing in early US trade after much stronger-than-expected July PPI figures sharply reduced expectations for aggressive Fed easing. While a 25bps rate cut at the September FOMC meeting remains the market’s base case, the data has made a 50bps move far less likely. Importantly, this PPI print captures only July’s data—before the … Read more

Asian trading was uneven today as strong Japanese GDP data contrasted sharply with a softer Chinese macro picture. Tokyo’s Nikkei 225 received a boost from the better-than-expected growth reading, while Yen advanced across the board. Signs of resilience in Japan’s economy despite tariff uncertainty have strengthened market confidence that the BoJ will hike again before … Read more

Dollar turned weaker in early US session on Friday despite solid US retail sales data that matched expectations. After a week packed with inflation reports and commentaries from Fed officials, traders are paring back some of their more aggressive Fed easing bets. However, this recalibration has offered little extra support to the greenback. Market pricing … Read more

Markets spent the past week navigating a narrow path between relief and reality. Relief came from headline trade developments that bought more time for diplomacy. Reality showed up in the form of fresh price pressures and unresolved global tensions. The contrast defined how investors approached risk, producing a complex mix of resilience and unease. On … Read more

Asian markets opened the week on a positive note, with Japan’s Nikkei 225 extending its rally to fresh record highs. The interplay between Nikkei and Yen remains crucial. A softer yen improves exporters’ competitiveness, lifting equities. At the same time, robust equity performance can in turn weigh on the currency as investors channel funds into … Read more

Trading across global markets is subdued today, with Asia and the West pulling in different directions. Japan’s Nikkei hit a fresh record high, but European equities and US futures slipped modestly, leaving overall sentiment sluggish. Some attention is turning to Washington, where US President Donald Trump hosts Ukrainian President Volodymyr Zelenskyy, followed by joint talks … Read more

The forex market continues to trade without conviction, with major pairs confined to last week’s ranges. Traders are largely in wait-and-see mode, with the Jackson Hole Symposium at the end of the week expected to provide the next significant catalyst as Fed officials weigh in on the September policy outlook. Still, brief bursts of volatility … Read more

Canadian Dollar weakened broadly in early US session after inflation came in slightly below expectations. The data miss was modest, but enough to put the Loonie under pressure in otherwise quiet markets. The softer reading is not significant enough to force an immediate policy response from the BoC. Nor does it resolve concerns about sticky … Read more