Monthly Archives: August 2025
Loonie Slips as Soft CPI Fuels BoC Rate Cut Bets
Written on August 21, 2025 at 7:41 am, by
Key Takeaways: *Softer headline CPI at 1.7% fuels rate cut speculation, though sticky core inflation near 3% complicates BoC’s stance. *Rising shelter and rent costs offset disinflationary trends, leaving policymakers in a difficult balancing act. *CAD direction now hinges on September CPI release and Powell’s remarks, with global risk appetite shaping volatility. Market Summary: TheContinue Reading
Yen Weakens as Trade Slump Deepens Tariff Pain
Written on August 21, 2025 at 7:40 am, by
Key Takeaways: *Yen is pressured by weak exports, with auto sector tariffs driving Japan’s steepest trade contraction in four years. *Policy divergence widens as BoJ’s hawkish tone clashes with markets skeptical of rate hikes amid recession risks. *Yen’s near-term path hinges on U.S. policy signals from Powell at Jackson Hole and evolving global risk sentiment.Continue Reading
Kiwi Slumps as RBNZ Dovish Tilt Deepens Rate-Cut Bets
Written on August 21, 2025 at 7:39 am, by
Key Takeaways: *RBNZ cut rates by 25 bps but signaled scope for deeper easing, with some policymakers backing a 50 bps move. *The central bank flagged further cuts as necessary to revive growth, widening the gap with the Fed. *PBoC’s steady rates and sluggish Chinese momentum added pressure, underscoring the Kiwi’s vulnerability. Market Summary: TheContinue Reading
