Monthly Archives: August 2025
Consumer sentiment in August was revised down slightly, with inflation expectations also decreasing recently
Written on August 29, 2025 at 2:28 pm, by
Consumer sentiment fell in August, with lower inflation expectations and worsening views on business and labor markets.
NVIDIA struggles persist while the S&P 500 shows resilience, potentially indicating a capital rotation strategy
Written on August 29, 2025 at 1:59 pm, by
NVIDIA weakens post-earnings as SPY holds firm; traders shift focus, hedging less against broad index.
Canada’s GDP in June fell short of expectations, leading to a weakening of the currency
Written on August 29, 2025 at 12:59 pm, by
Canada’s GDP declined unexpectedly in June and Q2, prompting increased market expectations for rate cuts.
Core PCE matched expectations for July, with minimal market reaction ahead of upcoming labour data
Written on August 29, 2025 at 12:59 pm, by
July 2025 PCE data met expectations: inflation steady, income and spending rose moderately, markets remained calm.
The upcoming US Core PCE report may not impact the market, with labour data in focus
Written on August 29, 2025 at 12:29 pm, by
US PCE and Canadian GDP data guide markets; minimal reaction expected unless significant deviations arise.
Germany’s August CPI rose to 2.2% annually, exceeding expectations, while core inflation remained at 2.7%
Written on August 29, 2025 at 12:28 pm, by
Germany’s August CPI and HICP surpass expectations, with inflation persistently exceeding the European Central Bank’s target.
The dollar remained stable while European equities dipped, with focus on US PCE data
Written on August 29, 2025 at 11:59 am, by
Currency traders eye month-end as inflation data, retail sales, and GDP influence markets and equity performance.
Nomura indicates that rising concerns about Fed independence could weaken the US dollar further
Written on August 29, 2025 at 10:29 am, by
Mounting Fed independence concerns threaten dollar stability, inflation credibility, and investor confidence amid global policy shifts.
European stocks decline this morning, with tech shares leading drops, amid month-end rebalancing concerns
Written on August 29, 2025 at 9:59 am, by
European stocks fall; S&P 500 and Nasdaq futures slide, with month-end rebalancing possibly influencing markets.
Italy’s August preliminary CPI rose 1.6%, slightly below expectations, with core inflation at 2.1%
Written on August 29, 2025 at 9:59 am, by
Italy’s inflation rose 1.6% annually in August, with core inflation accelerating slightly to 2.1% year-on-year.
