The window dressing phenomenon is expected to again influence financial market movements throughout 2025, especially as each quarter approaches its close. This strategy is generally employed by investment managers to enhance portfolio performance in periodic reports, often encouraging the strengthening of risky assets such as stocks. However, this shift in sentiment also has different implications for hedge funds, particularly gold. Quarter One (Q1): Limited Pressure for Gold At the end of March 2025, Q1 window dressing tended to be moderate. Funds began flowing into blue-chip stocks after...
Bank of Japan (BoJ) Governor Kazuo Ueda reaffirmed the central bank's commitment to raising interest rates if underlying inflation nears its 2% target. While core consumer inflation has stayed above 2% for three years, demand-driven pressures remain subdued. Ueda told parliament the BoJ is keeping real interest rates negative to support stable, sustained inflation. "Once we have more conviction that underlying inflation will approach or hover around 2%, we will continue to raise rates," he said. The BoJ ended its decade-long stimulus last year, lifting short-term rates to 0.5% in January as...
The minutes of the Federal Reserve's (Fed) discount rate meetings from April 7, 28, and May 8 revealed that policymakers are increasingly uneasy about the coming economic impacts, mostly from U.S. trade policy. While overall economic conditions are stable, tariff uncertainty continues to weigh on business operators, who are preparing contingency plans and slowing their investment and spending rates. Key highlights Overall, central bank directors noted considerable uncertainty about the outlook. While most directors described current economic conditions as generally stable, they also...
Austan Goolsbee, President of the Chicago Federal Reserve Bank, expressed his belief on Monday that the U.S. central bank will be able to reduce short-term borrowing costs once the uncertainty caused by tariff policies is resolved. During a webcast interview with the Quad Cities Regional Business Journal in Davenport, Iowa, Goolsbee stated that if the economy can navigate through this challenging period, the dual mandate looks promising. The dual mandate of the Fed is a reference to its two primary objectives: full employment and price stability. Goolsbee further stated his ongoing belief...
Federal Reserve Bank of San Francisco President Mary C. Daly was on the news Thursday night, noting that the White House's unbalanced trade policies are keeping the Fed in a wait-and-see mode as policymakers prepare to see what kind of impact on the U.S. economy high import tariffs will have on the broader economy. Key highlights The labor market is in solid shape. Workers are worried about inflation. We're not going to get to 2% inflation this year. We're actually making progress on inflation. I see the balance in the labor market that we need for 2% inflation. Bond yields show the...
According to a statement by the Federal Reserve (Fed), Fed Chair Jerome Powell met with United States (US) President Donald Trump on Thursday, where the head of the Fed reiterated that the Fed's decisions on monetary policy are based on trackable data from the US economy. Donald Trump has been writhing on social media for months, desiring sharp rate cuts from the Fed as a low rate environment tends to make federal debt cheaper, something that the Trump administration's budget policies will add plenty of over the next ten years. Fed highlights Fed Chair Powell met with Trump at White House...
Asian stock markets fell in unison on Thursday, following Wall Street's decline. A brief rally in tech stocks led by Nvidia quickly faded, prompting investors to turn away from riskier assets like...
Pasangan mata uang EUR/USD mengawali pekan ini dengan nada sedikit melemah di sesi Asia, diperdagangkan di sekitar 1,1730, turun kurang dari 0,10% dalam sehari. Meski terkoreksi, euro masih berada...
US President Donald Trump said on Monday that the United States may store and possibly sell oil seized off the coast of Venezuela in recent weeks, as Reuters reported on Monday.
Trump added that...