Monthly Archives: September 2025
41654156156Oil Stuck Between War Premium and Supply Glut
Written on September 17, 2025 at 7:24 am, by pumarketings
Key Takeaways: *Geopolitical risk premium persists as Ukraine’s drone strikes disrupt Russian refining and exports, tightening near-term supply. *Structural oversupply looms with rising OPEC+ and non-OPEC output, plus weak demand signals from China and Japan. *Fed’s expected rate cut could weaken USD and support demand, but growth fears may cap rallies and keep oil range-bound.Continue Reading
Loonie Backed by Oil and Policy Divergence
Written on September 17, 2025 at 7:22 am, by pumarketings
Key Takeaways: *BoC expected to cut rates cautiously as sticky 3% core inflation limits room for aggressive easing. *Domestic economy shows strain with job losses and Q2 contraction, though manufacturing data offers some resilience. *Firmer oil prices and USD weakness provide external tailwinds, but CAD remains vulnerable if Fed turns more dovish. Market Summary: TheContinue Reading
Gold Soars on Fed Cuts and Geopolitical Heat
Written on September 17, 2025 at 7:19 am, by pumarketings
Key Takeaways: *Fed easing cycle and lower yields have fueled gold’s historic surge above $3,700, with the dollar sliding to multi-month lows. *Safe-haven demand intensifies amid Ukraine conflict, U.S.–China tensions, and political friction inside the Fed. *Central bank buying, led by the PBoC, anchors long-term demand, while momentum and technical amplify upside risks. Market Summary:Continue Reading
