The Nikkei 225 surged 1% on Thursday, boosted by Wall Street’s tech rally, AI enthusiasm, and stabilising war tensions. A dovish BoJ tone also helped extend gains. – vtmarkets.com
U.S. stock futures remain near record highs following Fed Chair Powell’s testimony and a tentative Middle East ceasefire. – vtmarkets.com
AUD/USD holds firm near $0.65 despite softer-than-expected inflation data. Traders double down on expectations of a July RBA rate cut, while risk appetite from the Iran-Israel ceasefire supports upside. – vtmarkets.com
The US dollar weakened further as traders turned to risk assets amid Israel-Iran ceasefire optimism. – vtmarkets.com
Crude prices plunged as Trump announced a ceasefire deal between Iran and Israel. Markets unwound last week’s risk premium. – vtmarkets.com
Gold prices fell to their lowest in nearly two weeks as conflict tensions eased following a ceasefire between Iran and Israel. – vtmarkets.com
The euro weakened modestly on Monday following underwhelming PMI data, reinforcing expectations for ECB patience amid global tariff pressures. – vtmarkets.com
Japan’s Nikkei 225 pared losses on Monday, lifted by yen depreciation and oil-related gains amid heightened Middle East tensions. – vtmarkets.com
The Nasdaq 100 lifted off session lows as global traders digested the escalating Israel-Iran conflict and fresh signals from central banks. – vtmarkets.com
The S&P 500 edges lower as traders digest the Fed’s updated rate outlook and growing uncertainty over potential US military action in the Middle East. – vtmarkets.com
Insights 
VT 
