Monthly Archives: September 2025
41654156156Fed Delivers First Cut of 2025, Dollar Sees Sharp Rebound Post-Decision
Written on September 18, 2025 at 6:38 am, by pumarketings
Key Takeaways: *The Fed cut rates by 25 bps to 4.00%–4.25%, its first move of 2025, with Powell signaling two more cuts this year. *The DXY plunged to 96.23—its lowest since Feb 2022—before rebounding above 97.00 as markets adjusted to the smaller-than-feared cut. *The move eased tensions with the White House and was seen asContinue Reading
Sterling Braces for Volatility Ahead of BoE Decision
Written on September 18, 2025 at 6:03 am, by pumarketings
Key Takeaways: *A 5–4 MPC vote at the last meeting signaled less dovishness than markets expected, limiting downside for the pound. *UK retail sales and GDP show resilience, while CPI at 3.6%—well above the 2% target—keeps inflation concerns alive. *The Fed’s recent cut and guidance for further easing has widened the interest rate differential, underpinningContinue Reading
BoC Rate Cut Signals More Weakness for CAD
Written on September 18, 2025 at 5:49 am, by pumarketings
Key Takeaways: *The Bank of Canada cut its policy rate to 2.50%, the lowest in nearly three years, and signaled willingness to ease further if risks intensify. *July factory sales delivered a 2.5% surprise gain, but broader growth momentum remains subdued. *A sharp U.S. crude inventory drawdown offered some oil price support, though not enoughContinue Reading
