Mitsubishi UFJ Bank: Due to political risk turmoil, USD/JPY may rebound back to 150

By: keiko

Over the past three months, the Japanese yen has underperformed all major currencies. With the intensification of political risks, the yen may face the risk of further depreciation. Strategists are bearish on the yen, predicting that the outcome of Japan’s general election will boost government spending, while the impact of US tariffs may still slow […]

ECB: Pauses rate cuts due to tariff uncertainties

By: keiko

European Central Bank President Christine Lagarde said that due to the trade uncertainty in the United States, the European Central Bank has kept interest rates unchanged for the first time in over a year and is currently in a “wait-and-see” mode. On Thursday, the deposit rate was held at 2% – in line with the […]

The 15% tariff framework may apply to all rivals, and market sentiment has somewhat improved

By: keiko

Asian stocks have enjoyed their longest rally since January, as signs that more trade deals may follow the US-Japan agreement have given bulls new confidence. The MSCI Asia-Pacific Index rose 1%, marking its sixth consecutive day of gains, while Japan’s Nikkei 225 Index climbed 2%. U.S. Treasury yields declined slightly for the second consecutive day, […]

HSBC: The short-dollar strategy looks like a bubble

By: keiko

Strategists at HSBC Holdings PLC say the relentless selling of the US dollar is starting to look like a bubble – and, like all bubbles, it will eventually burst. In a research note, HSBC strategists led by Paul Mackel wrote that traders seem to be fixated on the dollar’s sharp decline this year and are […]

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