Cautious Optimism Amid Mixed Signal; What Next for US Dollar & Equities?
Despite the Moody’s Rating downgraded the US credit rating, the US stock market closed higher on Monday, the S&P500 closed higher for sixth consecutive day on Monday. The tech-heavy Nasdaq Composite also posted minor gain, reflecting investor optimism despite underl…
U.S. Credit Rating Downgrade: Is a Dollar Rebound Unlikely?
Last week, positive progress in U.S.-China trade negotiations boosted global market sentiment, leading to a rally in stocks and risk assets. Meanwhile, gold, a traditional safe-haven asset, fell sharply by more than 5% before partially recovering over the weekend. The U…
Gold’s Rally Pauses as Sentiment Shifts, but Structural Support Holds Firm
Gold prices fell sharply this week, dropping over 5% before staging a sharp rebound yesterday. The metal hit its lowest level in more than a month, driven by improved sentiment surrounding US-China trade negotiations. Shift in Sentiment Weighs on Gold The recent decline…
US-China Agree to 90-Day Tariff Suspension, CPI in Focus
On May 12, 2025, the United States and China reached a significant agreement to suspend certain tariffs for 90 days following two days of trade talks in Switzerland. This move marks a meaningful step toward easing ongoing trade tensions and opens a window for further ne…
BoE Rate Cut, UK-US Trade Deal Shift Market Sentiment
In its May meeting, the Bank of England (BoE) reduced the benchmark interest rate by 25 basis points to 4.25%. This marks the fourth consecutive rate cut since August 2024, aimed at supporting the UK economy amid growing global trade uncertainty. Additionally, the UK an…