About: pumarketings
Recent Posts by pumarketings
Crude Prices Fragile Amid Trade and Demand Fears
Key Takeaways: *Trump’s tariffs on India and threats to Japan stir global trade fears, but oil supply remains uninterrupted for now. *Talks with Putin and a potential ceasefire reduce geopolitical risk premium, pressuring crude despite OPEC+ cuts. *With Fed officials acknowledging economic softening, oil markets are increasingly pricing in weaker industrial consumption. Market Summary: CrudeContinue Reading
Yen Pressured by Trade Risk and BoJ Caution
Key Takeaways: *Despite Fed dovishness, the BoJ’s reluctance to tighten policy—amid soft wage and inflation data—continues to weigh on yen strength. *Renewed U.S. tariff threats targeting Japan undermine safe-haven demand and fuel headline-driven swings in USD/JPY. *With market pricing in a September Fed cut, the dollar is softening—but yen upside is constrained without BoJ follow-through.Continue Reading
Oil Slips on OPEC+ Output Hike and Trade Friction
Key Takeaways: *Surplus risks intensify as OPEC+ lifts production amid weak macro backdrop *Trump’s tariff escalation raises trade friction, but supply remains uninterrupted *Oil prices hover near multi-week lows as market awaits clarity on sanctions and demand Market Summary: Crude oil prices remain under pressure as markets grapple with a growing imbalance between supply andContinue Reading
