Reuters Tankan for August 2025: Manufacturing index +9 vs. +7 in July, marking a second month of improved sentiment transport machinery sector, including autos, posted the strongest gains, climbing to +25 from +9, but is also forecast to retreat in coming months. Non-manufacturing index +24 vs. +30 in July, the first fall for this in … Read more
Goldman Sachs says the latest US inflation data supports the view that recent tariff-related price pressures will be largely transitory, with the measures yet to drive substantial increases in consumer prices. The bank expects market attention to pivot toward the employment side of the Federal Reserve’s mandate in the coming months, as softer labour market … Read more
The July 2025 U.S. CPI report showed headline inflation rising 0.2% month-over-month, matching expectations, and 2.7% year-over-year, slightly below the 2.8% forecast. Core CPI, which excludes food and energy, increased 0.3% on the month—the largest gain in six months—and 3.1% year-over-year, above expectations and the highest since February. The increase was driven largely by higher … Read more
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives, experience level, and risk tolerance. You could lose some or all your initial investment; do not … Read more
WTI crude oil futures are settling $0.79 lower at $63.17. The low for the day extended to $63.06. The high for the day was at $64.34. Looking at the hourly chart below, the price is moving away from its 100-hour moving average up at $64.82. The price is also dipping below the low of a … Read more
The White House is saying: Trump/Putin meeting is a listening exercise for Trump Prehaps there are plans for Trump to travel to Russia in the future. I can’t quite visualize Putin lying on the couch and pouring out to Trump. He is a deal maker and does not really have regard for life or welfare … Read more
Gaining some traction is the Atlanta Fed sticky price consumer price index. The Atlanta Fed Sticky Price Index measures the inflation rate of goods and services whose prices change relatively infrequently, making them “sticky” in response to market conditions. Purpose: It helps identify underlying, more persistent inflation trends by filtering out the “noise” from volatile … Read more
The new BLS Commissioner nominee EJ Antoni on FOXBusiness: Suggests suspending monthly jobs report Argues that it’s underlying methodology, economic modeling and assumptions are fundamentally flawed. Says, “How are businesses supposed to plan for the Fed conduct of monetary policy” Says that “no one knows how many jobs are being added or lost economy” Says … Read more
Retaining a modestly restrictive policy stance is considered appropriate for the time being. Supports a “patient approach” on changing the Fed’s policy rate. Policy rate is not far from neutral, but inflation remains too high. Tariffs’ limited effect on inflation is a reason to keep policy on hold, not to cut rates. Tariffs’ likely muted … Read more
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives, experience level, and risk tolerance. You could lose some or all your initial investment; do not … Read more
