Market Overview

Trump is reducing tariffs on Japanese cars from 27.5% to 15%. Oil inventories continue to rise, slowing demand

2025.09.05
According to an executive order signed by President Donald Trump on Thursday, the United States will cut tariffs on imported Japanese automobiles to 15% by the end of the month. This move formalizes a...
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OPEC+ considers a production increase. The Bank of Japan is still ready to continue raising interest rates

2025.09.04
Reports indicate that the OPEC+ group is considering an increase in oil production at its meeting this coming weekend, surprising markets that had largely expected production levels to be maintained....
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Rising Treasury yields intensified pressure on US and European stock indices

2025.09.03
Rising Treasury yields added to the pressure, with 10-year yields approaching 4.3% and 30-year yields nearing 5%, which is seen as an unfavorable factor for equities. Sentiment was further dampened af...
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Historical silver price: the metal hit a 14-year high. European indices are rising because of strong PMI figures

2025.09.02
On Tuesday, silver (XAG/USD) traded at around $40.7 per ounce (a 14-year high) after rising more than 2% in the previous session. Markets are pricing in a nearly 90% probability of a 25 basis point cu...
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Week's main events (September 01 – September 05)

2025.09.01
This week, the main focus will be the US labor market data as well as the Manufacturing PMI and trade balance reports
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PCE inflation in the US pressured indices. Silver reached a 14-year high

2025.09.01
The US data showed that core PCE inflation rose to 2.9% year-over-year in July, its fastest pace since February, and consumer spending jumped the most in four months, signaling a strengthening economy...
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The S&P 500 Index rose to a record high above 6,500. Inflationary pressures ease in Japan

2025.08.29
The Dow Jones (US30) climbed by 0.16%, the S&P 500 (US500) gained 0.32% to reach a new record high above 6,500, and the tech-heavy Nasdaq (US100) finished up 0.53%. Market sentiment was supported by s...
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NVDA shares fell despite a positive report. Oil prices are rising amid a reduction in inventories

2025.08.28
WTI oil prices rose to $64.1 per barrel on Wednesday, recovering from a 2.4% fall on Tuesday, after US government data pointed to a larger-than-expected reduction in inventories. Crude oil inventories...
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Political instability is escalating in France. The RBA intends to continue cutting interest rates despite rising inflation

2025.08.27
The DAX and other European markets fell for a second consecutive day amid ongoing political turmoil in France. Prime Minister François Bayrou's warning of a debt crisis came just before a confidence v...
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Oil climbed to a 3-week high. The NZD fell to a 4-month low against the US dollar

2025.08.26
WTI crude oil prices rose by more than 1.5% on Monday to $64.70 per barrel, their highest level in nearly three weeks, as traders continued a four-day rally to weigh geopolitical risks and monetary po...
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