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...
Reserve Bank of Australia (RBA) Governor Michele Bullock said that economic data since the August meeting has been slightly better than expected. Although inflation has fallen significantly and the labor market is approaching full capacity, Bullock emphasized that the bank will continue to monitor upcoming economic data. "We've made real progress in lowering inflation, but our job is to ensure it remains within the target range for a sustained period," she said.Bullock also noted that although labor market conditions have eased slightly, with a slight increase in the unemployment rate,...
The Bank of Japan (BoJ) announced on Friday that the board members decided to leave the short-term interest rate target unchanged in the range of 0.4%- 0.5% after concluding its two-day monetary policy review meeting. The decision matched the market expectations. The Japanese central bank maintained the pause in its rate-hiking cycle for the fourth consecutive meeting, following a 25 basis points (bps) hike in January. Source: FXstreet
The U.S. Federal Reserve on Wednesday stateside cut interest rates by a quarter point, bringing the overnight funds rate range between 4% and 4.25%. That move was fully priced in markets so traders got what they expected. It was a near-unanimous decision by the Fed. Only Stephen Miran, picked by U.S. President Donald Trump and confirmed to the Fed board just on Monday, dissented and voted for a half-point cut. Prior to the meeting, there was chatter that governors Michelle Bowman and Christopher Waller both of whom were also appointed by Trump might advocate for a larger cut. While Fed...
The Federal Reserve cut interest rates by a quarter percentage point on Wednesday and indicated it would continue lowering borrowing costs through the end of the year, as policymakers responded to signs of weakness in the labor market. The move received broad internal support, including from most of President Donald Trump's appointees to the central bank. Only Stephen Miran, who was sworn in as Fed chairman on Tuesday and is on leave as head of the White House Council of Economic Advisers, dissented from the half-percentage-point reduction in borrowing costs. This rate cut, along with...
The Federal Reserve cut the federal funds rate by 25bps during its September 2025 meeting, bringing it to the 4.00%–4.25% range, in line with expectations. It is the first reduction in borrowing costs since December. Newly appointed Governor Stephen Miran stood alone in voting against the quarter-point move, favoring a half-point cut instead. Policymakers noted that recent indicators suggest that growth of economic activity moderated in the first half of the year. Job gains have slowed, and the unemployment rate has edged up but remains low. Inflation has moved up and remains somewhat...
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...