About: pumarketings
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Yen Poised for Recovery on BoJ Hawkish Signals
Key Takeaways: *Governor Ueda’s remarks at Jackson Hole boosted expectations of a potential rate hike, citing broadening wage growth and a tightening labor market. *Rising long-term bond yields above 1.620% are adding to the yen’s appeal as traders anticipate a hawkish policy shift. *The upcoming BoJ Core CPI on August 26 will be pivotal inContinue Reading
Powell Sparks Equity Rally at Jackson Hole
Key Takeaways: *Fed Chair Powell’s Jackson Hole remarks revived risk appetite, framing tariffs-driven inflation as temporary and signaling readiness for preemptive cuts. *Equities surged, with tech and growth sectors leading, though fragile labor and GDP trends cast doubt on earnings resilience. *Upcoming U.S. jobs and CPI data will be decisive for equity momentum, with risksContinue Reading
Powell Opens Door to September Rate Cut
Key Takeaways: *Dollar weakened as soft U.S. data and dovish Fed expectations weighed, with fiscal concerns adding longer-term downside risk. *Gold extended gains on dollar softness, lower yields, and lingering geopolitical uncertainty, sustaining its role as a hedge. *Upcoming U.S. core PCE data and Fed guidance remain key drivers, with risks tilted toward renewed dollarContinue Reading
