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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
Euro Stalls on ECB Caution and Trade Headwinds

Key Takeaways: *ECB signals steady policy as inflation cools, with cuts delayed to 2026 *Lingering U.S.–EU trade tensions and GBP resilience cap EUR upside *Euro remains range-bound amid macro headwinds and cross-currency dynamics Market Summary: The euro remains stuck in a tight range as investors weigh the European Central Bank’s steady policy stance against aContinue Reading
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