Friday, 29 August 2025
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Friday, 29 August 2025 03:32 WIB

Markets are kicking around the idea of a Federal Reserve rate cut in September, but Morgan Stanley isn't sure, warning that the odds may be closer to 50-50 despite widespread expectations. Strong economic indicators including solid GDP growth, healthy financial conditions, and low volatility stand in the way of a clear case for easing, the bank said in a recent report. Nominal GDP growth remains robust at over 5%, unemployment holds steady at 4.2%, and retail sales continue surpassing expectations, reflecting an economy far from needing stimulus, Morgan Stanley's economists said. "It cannot...

RECENT NEWS
Oil Drops Even as US Raises Pressure on India Over Russian Crude
Thursday, 28 August 2025 07:14 WIB | Oil,

Oil edged lower as traders looked past US efforts to force India to quit buying Russian crude, and broader markets carried a risk-off tone.  West Texas Intermediate fell below $64 a barrel, while Brent closed above $68. White House trade adviser Peter Navarro stepped up the pressure on New Delhi to halt purchases of Russian energy after Washington doubled a levy on imports from the country to 50%. Calling Indians "arrogant," he cast the conflict in Ukraine as "Modi's war," referencing the Indian prime minister. Financial markets including stocks were softer in...

Dollar Drops Today, Investors Concerned About the Fed's Independence and Its Impact on the Market
Thursday, 28 August 2025 06:43 WIB | DOLLAR

The US dollar (USD) exchange rate experienced significant pressure in today's trading, following market concerns about the independence of the Federal Reserve (The Fed), the United States' central bank. News of President Trump's plan to dismiss Fed Chair Lisa Cook sparked widespread uncertainty among market participants. Reasons for the Dollar's Decline Political intervention in the Fed is considered to diminish the central bank's credibility and independence in monetary policymaking. This has the potential to impact investor confidence in the Fed's ability to control inflation and...

USD/JPY weakens below 147.50 amid unabated concerns over Fed's independence
Thursday, 28 August 2025 06:24 WIB | JAPAN

The USD/JPY pair loses ground to near 147.20 during the early Asian session on Thursday. The US Dollar (USD) weakens against the Japanese Yen (JPY) as worries persist over the Federal Reserve's (Fed) independence. Traders brace for the second estimate of US Q2 Gross Domestic Product (GDP) Growth Rate, followed by the weekly Initial Jobless Claims and Pending Home Sales reports. The Greenback remains on the defensive due to US President Donald Trump's attempt on Monday to fire Fed Governor Lisa Cook. On Tuesday, Trump said that he will soon have a "majority" of his own nominees on the Fed...

EUR/USD slips to 1.1630 as Fed drama fades, France risk grows
Thursday, 28 August 2025 06:16 WIB | EUROPE

The EUR/USD retreats a minimal 0.10% on Wednesday as developments about the Federal Reserve's independence dissipated, while the French Prime Minister Bayrou called for a confidence vote. At the time of writing, the pair trades at 1.1631, after hitting a daily high of 1.1647. The narrative in the financial market remains unchanged, with the White House exerting pressure on the Federal Reserve following Trump's firing of Fed Governor Lisa Cook. Good data in the United States (US) on Tuesday, reflected on an uptick in Durable Goods Orders and the Conference Board (CB) Consumer Confidence,...

Gold holds near $3,400 as Fed bets, politics weigh
Thursday, 28 August 2025 03:24 WIB | GOLD

Gold price remains steady on Wednesday, even though the Greenback recovered from earlier losses triggered by threats to the Federal Reserve's (Fed) independence. Nevertheless, Bullion sellers are not out of the woods as pressure from the White House continues. The XAU/USD trades at $3,397, up 0.12%. The US economic docket remains light, except for remarks of New York Fed President John Williams, who said that rates can fall at some point but emphasized that only data would indicate if it is appropriate to reduce rates, based on the economy's performance. In a CNBC interview, Williams added...

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FISCAL
Trump Says He'll Fire Fed's Cook If She Doesn't Resign
Saturday, 23 August 2025 00:41 WIB

President Donald Trump said he would fire Lisa Cook from the Federal Reserve's Board of Governors if she does not resign her post over mortgage-fraud accusations from a top...

MONETARY
Australia Keeps Cash Rate As Expected
Tuesday, 1 April 2025 10:51 WIB

The Reserve Bank of Australia (RBA) maintained its cash rate at 4.1% during its April meeting, holding borrowing costs unchanged after slashing 25 bps in the February meeting, aligning with market...