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4

Sep 2025
Trading the upcoming non-farm payrolls report poses challenges due to recent political influences and revisions

Trump’s firing of BLS chief sparks concerns over jobs report credibility and potential political report manipulation.

4

Sep 2025
Williams perceives limited inflation risks from tariffs and remains uncertain about September rate cut predictions

Fed’s Williams silent on rate cut; tariffs not fueling inflation yet, but effects need time.

4

Sep 2025
US stocks are rising, supported by Amazon’s strong performance and encouraging economic data impacting rates

Stocks rise as Amazon surges, bond yields dip on weak data, and rate-cut hopes fuel optimism.

4

Sep 2025
Williams predicts tariff effects extending into the following year; bond market appears calm and focused

Williams predicts tariff effects into next year; bond market focuses on fundamentals amid rising core goods inflation.

4

Sep 2025
Miran suggests that stricter US immigration policies may lead to deflationary effects on housing prices

Tightening US borders is deflationary; deportations reduce housing demand, mirroring non-inflationary effects of tariffs.

4

Sep 2025
The USD/JPY rebounds, reaching 148.75, influenced by data and positioning before upcoming reports

USD/JPY rises to 148.75 amid data optimism, continuing uptrend with potential to reach 151.00.

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