Markets Eye Fed Reshaping, European Sector Rotations, and Key Global Catalysts Ahead

MKT INTEL VIEWS: NVDA delivered a solid print (rev +56%y/y) but the stock is down as this was the smallest % increase in 2 years and results were a bit light of expectations (see our spec sales take here). The stock market reaction across Asia Tech seems to suggest the AI trade remains intact, although reports that China chipmakers are aiming to triple AI chip output next year also helped (within SHCOMP, Tech is the only sector in the green this morning as 85% of stocks are lower).

LDP Leadership Uncertainty Builds as Early Election Push Gains Attention

As reported by Jiji Press on 27 August, the Liberal Democratic Party's presidential election management committee indicated that day that names will be taken and disclosed when it asks lawmakers and prefectural chapter representatives for their preferences on truncating Prime Minister Shigeru Ishiba's term to hold a new internal leadership election. 

U.S. Tariff Policy and Global Economic Outlook: Refining Assumptions and Impacts

We continue to refine the tariff assumptions underlying our global economic and FX outlook, and we believe most tariffs will remain in place from Q2-2025 through the remainder of our forecast horizon. As far as the assumptions, we assume a 20% tariff on China and a 10% tariff on the European Union.

Weaker Dollar, Lower Rates, and Oversold Momentum Indicators Drive Market Outlook

Stronger seasonals, lower rates and oversold momentum indicators support our call for a tradeable rally from ~5500. A weaker dollar and stabilizing Mag 7 EPS revisions can drive capital back to the US. Beyond the tactical rally, volatility will likely persist this year. 

Dollar Holds Gains Amid Market Divergence; Oil Rises on Iran Sanctions, Central Banks in Focus

Dollar consolidates weekly gains, NOK and CAD buck trend in G10, AUD and JPY underperform. RUB and BRL excel in EM, intervention lifts TRY from record lows. 2y UST steady at 3.96%, 10y UST on 200dma (4.23%), US HY credit tightens to 314bp. Oil prices bid after US tightens sanctions on Iran, OPEC+ plans new supply cut to compensate for overproduction. 

FinancialMarkets.media concludes its first-ever digital marketing seminar, fostering innovation and growth in finance and fintech

• FMM Seminar 2025 concluded with 177 registered attendees
• FMM Seminar featured a series of panels via its network of high-level digital media representatives including Bloomberg Media, Forbes Greece & Cyprus, TradingView, FXStreet and more.
• This exclusive B2B event brought together C-level executives, brokers, fintech innovators, and financial marketer

Fed Holds Steady Amid Uncertainty; Markets Eye Dot Plot, QT Strategy, and Global Risk Sentiment

“When the path is uncertain you go a little bit slower” – Chair Powell. The expectation is for the Fed to leave  their policy rates unchanged at 4.25-4.50%. To us, uncertainty around the macro environment and politics will  likely equate to little changes to the Fed’s forward guidance. Powell will likely want to keep all the options open.  

iFX EXPO LATAM is back!

The #1 B2B & B2C online trading expo in the region is returning for a second edition.

Construction Spending Stumbles in January as Housing Cools

Total construction outlays declined 0.2% during January. Residential spending ended a three-month streak of gains and fell 0.5% during the month. Although single-family spending continued to expand, multifamily and home improvement spending both dropped.

Airdrops, how to start investing in cryptocurrencies without capital

The cryptocurrency market allows us to make money in various ways. The simplest method is to simply invest in digital assets. However, it turns out that you can start your adventure in the industry even without initial capital. Aidrops can help with this.