Morning Note

BOJ Rate Hike Expectations Surge After Trade Agreement Announcement

Economists anticipate a potential interest rate hike by the Bank of Japan, fueled by trade agreements and rising inflation, despite the central bank governor's caution.

Ava Grace|--

Trump's Nuclear Rhetoric: Just a Diversion or Real Escalation?

This article explores President Trump's reaction to nuclear threats from a minor Russian official, examining whether the statements are merely a distraction tactic or signify a genuine escalation in US-Russia tensions.

Noah Lee|--

India Defies Trump's Threats, Continues Russian Oil Imports: Energy Security vs. Geopolitics

India faces increasing pressure from the US to reduce Russian oil imports but insists on maintaining its national interests and energy security. This decision raises questions about the future of US-India relations and the potential impact of sanctions on the Indian economy.

Emma Rose|--

Trump's Tariffs on Switzerland: Recession Fears and Potential Deal Adjustments

Switzerland faces new US tariffs raising recession fears, leading the Swiss government to explore solutions like adjusting trade agreements and increasing US LNG purchases.

Sophia Claire|--

Week Ahead: Interest Rate Decisions from BoE in Focus

Several key economic releases are scheduled for the week of 4 – 8 August 2025. On Monday, 4 August at 0630 GMT, Switzerland will release its CPI m/m data, with June showing a +0.2% rise and July expected to remain steady.

Tommy Yap|--

Market Review: Trump Tariffs, Fed Rate Hike Expectations, and Mixed Economic Data

Markets experienced significant volatility this week driven by US economic data, Trump's trade policies, and interest rate expectations. The dollar weakened at the end of the week after soft jobs data, while gold rebounded. US stocks declined due to tariff concerns.

Noah Lee|--

Market Review: Trump Tariffs, Fed Policy, Digital Assets, and Key Developments

Markets experienced significant volatility this week due to mixed economic data, Trump's trade policies, and differing expectations for Federal Reserve monetary policy.

Noah Lee|--

OPEC+ at a Crossroads: Production Hike and Future Market Challenges

OPEC+ is poised to decide on increasing oil production, placing it at a significant strategic crossroads amid market volatility and expectations of price declines.

Ava Grace|--

US Job Growth Slows: Implications for the Federal Reserve

The July US jobs report reveals a slowdown in job creation, raising questions about the Federal Reserve's future course. The report casts a shadow on the economy.

Sophia Claire|--

US July Nonfarm Payrolls: Rate Cut Expectations and Market Volatility

The US July Nonfarm Payrolls data revealed a slowdown in job growth, leading to a shift in market expectations regarding Federal Reserve rate cuts and volatility in gold prices and the US dollar.

Ava Grace|--

Global Market Review and Analysis: August 2025 - Currency, Stock, and Commodity Movements

This article provides a detailed analysis of global market performance during August 2025, focusing on the impact of economic data and political events on price movements.

Emma Rose|--

Fed Board Member Bowman Dissent: Advocates for Rate Cut Amid Slowing Growth

Fed Governor Michelle Bowman dissented from the decision to hold interest rates steady, advocating for a 25 basis point cut, citing slowing economic growth, a weakening labor market, and inflation approaching the target.

Sophia Claire|--

Fed's Waller Dissents on Rate Hold: Why He Favors a 25 bps Cut

Fed's Waller dissents from holding interest rates steady, arguing that tariffs won't cause persistent inflation and the labor market shows signs of slowing. He advocates for a 25 basis point rate cut to avoid harming the economy.

Liam James|--

Trump Escalates Feud with Powell, Calls for Fed 'Takeover' on Rate Decisions

President Trump escalates his rhetoric against Fed Chair Jerome Powell, calling for the Board to 'take over' interest rate decisions. This escalation raises questions about the central bank's independence and its impact on the economy.

Liam James|--

Trump's Tariffs: Navigating the Potential Impacts on the Global Economy

This article explores the potential impacts of President Trump's latest round of tariffs on the global economy, considering expert perspectives and potential scenarios.

Ava Grace|--

Goldman Sachs Urges Hedging as Credit Spreads Tighten to Pre-Crisis Levels

Goldman Sachs strategists urge clients to hedge against risks as global corporate bond yield premiums compress, warning against complacency despite recent trade agreements providing tariff clarity.

Noah Lee|--

Bank of Japan Hints at Rate Hike Amid Inflation Concerns

The Bank of Japan is preparing for a potential interest rate hike, focusing on the impact of rising food prices on core inflation. The BOJ is carefully considering the potential timing of the move.

Emma Rose|--

Nuclear Brinkmanship Escalates: Trump and Medvedev Trade Threats of War

A sharp escalation in tension between Trump and Medvedev raises fears of a potential nuclear escalation, with direct threats exchanged and reminders of Russia's nuclear deterrent.

Emma Rose|--

US Job Market Slowdown: Implications for Fed Rate Cut Outlook

The July jobs report hints at a possible slowdown in the US job market, raising questions about future Federal Reserve policies and their impact on financial markets.

Noah Lee|--

Japan's Finance Minister Expresses Concern Over Yen Decline Amid BOJ Dovish Signals

Japan's Finance Minister expresses concern over the declining value of the Yen, as analysts warn of potential intervention if the Yen reaches 155 against the USD. The concerns come after dovish policy signals from the Bank of Japan.

Ava Grace|--