Monthly Archives: July 2025
Traders should reassess short positions on Alphabet considering Gemini Pro’s rising competition with ChatGPT
Written on July 22, 2025 at 2:29 am, by
Google’s Gemini Pro shows accelerating interest growth, signaling Alphabet’s strengthening AI position ahead of earnings announcement.
Investor confidence grows as China’s swap curve steepens, indicating optimism regarding economic recovery and reforms
Written on July 22, 2025 at 2:28 am, by
China’s swap curve steepens, signaling optimism over stimulus and reforms lifting economy from deflation concerns.
After the RBA released July minutes, the Australian dollar slightly declined, reflecting caution
Written on July 22, 2025 at 1:59 am, by
Australian dollar dips as RBA signals future rate cuts, emphasizing careful timing and magnitude in approach.
The RBA board discussed future rate cuts, favouring caution and data dependence regarding inflation trends
Written on July 22, 2025 at 1:58 am, by
RBA holds rate at 3.85%, citing firm inflation, steady jobs, and cautious outlook on cuts.
The People’s Bank of China established a strong CNY rate at 7.1460, surpassing expectations
Written on July 22, 2025 at 1:28 am, by
PBOC sets yuan reference stronger than expected, signaling policy intent; conducts net liquidity drainage via repos.
Goldman Sachs anticipates three successive 25 basis point interest rate reductions from the Federal Reserve
Written on July 22, 2025 at 12:59 am, by
Goldman Sachs expects Fed rate cuts starting September, boosting risk assets if inflation remains under control.
The USD/CNY reference rate is anticipated at 7.1635 by the People’s Bank of China
Written on July 22, 2025 at 12:58 am, by
The PBOC sets a daily yuan midpoint, guiding currency moves within a managed ±2% trading band.
Following a holiday, Japanese markets show little change in JGBs and equity futures amidst uncertainty
Written on July 22, 2025 at 12:28 am, by
Yen fluctuates after election loss weakens ruling coalition; markets show limited reaction amid political uncertainty.
Bessent emphasised the need for banking regulatory reforms and questioned existing capital requirements at a conference
Written on July 21, 2025 at 11:58 pm, by
Scott Bessent urges modernised banking reforms, criticising outdated capital rules and advocating options for community banks.
Amid speculation of SNB intervention, the Euro strengthens against the Swiss Franc despite trade risks
Written on July 21, 2025 at 11:46 pm, by
EUR/CHF rises on SNB intervention rumours; EU–US trade tensions limit gains amid tariff deadline concerns.
