About: pumarketings
Recent Posts by pumarketings
Markets in Flux as Trade Rhetoric Wavers, Await CPI and Key Summit
Key Takeaways: *Markets remain volatile as shifting U.S.-China trade rhetoric—from tariff threats to potential export curbs—keeps investors on edge. *The U.S. dollar faces renewed pressure amid dovish Fed expectations, while gold holds firm above $4,000 as safe-haven demand steadies. *The upcoming U.S. CPI release and next week’s APEC summit in Korea are set to defineContinue Reading
Oil Prices Surge on Russia Sanctions But Structural Surplus Looms
Key Takeaways: *Supply Disruption: U.S. sanctions on Rosneft and Lukoil threaten up to 2 million bpd of Russian exports, forcing a rerouting of global oil flows. *Temporary Tightness: Brent and WTI surged over 5% as traders priced in short-term supply risk, though a U.S. grace period until Nov 21 tempers the shock. *OPEC+ Readiness: KuwaitContinue Reading
Sterling Struggles as Dovish BoE Bets and Fiscal Fears Mount
Key Takeaways: *Softer inflation data (headline CPI at 3.8%, core 3.5%) triggered aggressive market bets on BoE rate cuts by year-end, eroding Sterling’s yield advantage. *Chancellor Reeves faces a £25B budget shortfall ahead of the Autumn Budget, raising fears of fiscal slippage and renewed credibility concerns. *Business and consumer data point to stagnating demand, withContinue Reading
