Monthly Archives: September 2026
41654156156Yen Gains on Hawkish BoJ Signals, U.S. NFP in Focus

Written on September 3, 2026 at 11:04 am, by pumarketings
Key Takeaways: *The Japanese yen has recovered from recent multi-decade lows as BoJ officials signal stronger support for further policy normalisation. *Backing from U.S. Treasury Secretary Scott Bessent and speculation over possible BoJ rate checks have heightened expectations of official action to stabilise the yen. *Despite improving policy support, the wide Japan–U.S. yield gap continuesContinue Reading
Oil Shock, Fed Bets and NFP Set the Stage for USD and Gold

Written on September 3, 2026 at 10:52 am, by pumarketings
Key Takeaways: *US-Iran tensions and Strait of Hormuz risks are keeping inflation concerns elevated. *Markets now price around 62–67% odds of a September hike, supporting the USD and Treasury yields. *August ADP payrolls rose only 38K, increasing downside risks for the dollar. Market Summary: The US dollar and gold are currently being driven by aContinue Reading
Oil Pulls Back as U.S.–Iran Tensions Ease Slightly, but Uncertainty Remains

Written on September 3, 2026 at 10:33 am, by pumarketings
Key Takeaways *Crude oil prices dipped during early Asian trading as U.S.–Iran tensions eased slightly *Trump’s comments raised hopes that the renewed campaign against Iran may not last long *Oil rebounded slightly as investors remained cautious over the fragile geopolitical backdrop *Market direction remains unclear as traders wait for stronger confirmation of de-escalation Market Summary: Continue Reading
