Monthly Archives: July 2025
Euro Struggles Beneath Sanctions and Tariff Risks
Written on July 22, 2025 at 5:39 am, by
Key Takeaways: *Geopolitical support from EU sanctions is offset by internal ECB policy divisions and labor unrest. *U.S.-EU tariff tensions loom large, with up to €380B in exports at risk if trade talks collapse. *The eurozone economy shows signs of fragility, with weak construction data and slowing trade balance gains. Market Summary: The euro maintainedContinue Reading
Yen Weighed Down by Political and Trade Uncertainty
Written on July 22, 2025 at 5:38 am, by
Key Takeaways: *Political instability is rising as PM Ishiba’s coalition risks losing its upper house majority. *Inflation pressures remain acute for households, while the BoJ resists policy normalization. *Trade tensions with the U.S. and the August 1 auto tariff deadline threaten Japan’s export-reliant economy. Market Summary: The Japanese yen remains under pressure as political andContinue Reading
Central Banks, Housing, and Business Sentiment Steer Market Mood
Written on July 18, 2025 at 10:35 am, by
The Week Ahead: Week of July 21, 2025 (GMT+3) Weekly Market PreviewAs the second half of 2025 unfolds, the macro spotlight shifts to central bank signaling and real-economy momentum. The European Central Bank headlines the week with its July rate decision and press conference, where markets expect a pause following June’s 25bps cut. With EurozoneContinue Reading
