Monthly Archives: October 2025
Yen Extends Losses as Takaichi’s Policy Outlook Fuels Weakness
Written on October 14, 2025 at 5:57 am, by
Key Takeaways: *Japanese yen continues to weaken sharply amid expectations of fiscally expansive and dovish policies under incoming Prime Minister Sanae Takaichi. *Concerns mount over Japan’s fiscal health and delayed rate-hike prospects from the Bank of Japan. *Government officials signal vigilance against excessive currency moves, hinting at possible forex intervention. Market Summary: The Japanese yenContinue Reading
Oil Slumps as Ceasefire Kills Risk Premium
Written on October 14, 2025 at 5:56 am, by
Key Takeaways: *Oil prices extended losses after Israel and Hamas reached a ceasefire, easing geopolitical tensions and erasing the Middle East risk premium. *OPEC+ output hit a 29-month high, led by increased exports from Saudi Arabia and Russia as production cuts are unwound. *Iranian and Venezuelan exports are rising, amplifying the perception of a well-suppliedContinue Reading
Haven Demand Builds on Global Turmoil, But Fed Caution Clouds Outlook
Written on October 14, 2025 at 5:55 am, by
Key Takeaways: *Both gold and the U.S. dollar gained as traders sought safety amid global political turmoil. *U.S. political gridlock and fiscal concerns are fueling demand for defensive assets. *Investors increasingly expect Fed rate cuts by year-end, but officials remain cautious. Market Summary: The U.S. Dollar Index (DXY) extended its rebound this week, climbing towardContinue Reading
