Monthly Archives: July 2025
Dollar Strengthens as Hot CPI Data Dampens Fed Rate Cut Expectations
Written on July 16, 2025 at 8:29 am, by
Key Takeaways: *June CPI came in at 2.7% YoY, above forecasts and May’s 2.4%, triggering a hawkish shift in Fed expectations and boosting the dollar. *Markets pulled back bets on a July rate cut, now viewing September as the next likely window—conditional on softer inflation prints ahead. *President Trump proposed new tariffs on pharmaceutical imports,Continue Reading
U.S. Inflation and Sales in Spotlight as Fed Pivot Bets Evolve
Written on July 11, 2025 at 7:20 am, by
The Week Ahead: Week of July 14, 2025 (GMT+3) Weekly Market PreviewA packed week of macroeconomic releases will put the U.S. inflation trajectory and consumer health under intense scrutiny. On Tuesday, June CPI and Core CPI are due, and while the prior readings showed mild price growth of just 0.1% month-on-month, market participants remain alertContinue Reading
Oil Falls as Tariff Tensions Dent Demand Outlook; OPEC+ May Pause Supply Hikes
Written on July 11, 2025 at 7:19 am, by
Key highlights: *Trade War Pressures Demand: Crude edges lower as U.S. escalates tariffs, including a 50% levy on Brazil, deepening global demand concerns. *OPEC+ May Pause October Hikes: Producers weigh halting supply boosts after September amid growing market oversupply. Market summary: Crude oil prices slipped on Thursday as escalating global trade tensions weighed on demandContinue Reading
