🌅 Morning Update | ...from NORDFX Global

🌅 Morning Update | 17.06.2025 🇯🇵 BoJ: No Surprises The Bank of Japan kept its short-term rate at 0.50% (8–1 vote) and announced a plan to reduce JGB purchases: 🔹 –¥400B per quarter until Q1 2026 🔹 –¥200B per quarter until Q1 2027 The BoJ highlighted slow inflation and downside risks, hinting there’s no rush for more hikes. 🇯🇵💴 📊 USD/JPY stable around 144.630. 🇺🇸 Trump & G7 Drama Trump denied leaving the G7 because of the Iran–Israel ceasefire, calling the real reason “much more important” (no details yet). His sudden exit briefly hit risk sentiment: ⚡ Oil up, gold spiked, S&P futures dropped. Later tweets reassured no strike on Tehran, calming the markets. 🕊️ Nuclear Talks Back on the Table? Trump now proposes new nuclear deal talks with Iran and a ceasefire — confirmed by multiple sources. G7 leaders stressed: ✔️ Iran must never have nuclear weapons ✔️ Israel has the right to self-defence ✔️ De-escalation is needed ✔️ Energy market impact will be watched closely. 🇨🇳 US–China & EU–China Updates 🇺🇸 The US prepared tougher export bans on semiconductors if London trade talks failed — but talks ended well, so no new bans for now. 🇪🇺 Meanwhile, the EU refuses to continue negotiations with China, signalling growing mistrust ahead of next month’s EU–China summit.

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🌍 Morning Update – Tuesday, 27 January 2026 📊 Market sentiment: Asian equities are trading mostly higher this morning, extending Wall Street’s gains as investors position ahead of a busy week of major earnings releases and the US Federal Reserve meeting. Japan’s Nikkei 225 is up around 0.6 %, while South Korea’s KOSPI is outperforming with gains close to 2 %. Chinese indices remain mixed, reflecting cautious sentiment around growth prospects. 🇺🇸 US session recap: Wall Street started the week on a positive note. The S&P 500 added about 0.5 %, the Dow Jones Industrial Average rose roughly 0.6 %, and the Nasdaq Composite gained around 0.4 %. Investors are increasingly focused on the Fed’s policy outlook and guidance on interest rates. 💵 FX: The US dollar remains under moderate pressure, trading weaker against most major currencies. EUR/USD is holding near recent highs in the 1.18–1.19 area, while the Japanese yen remains in focus amid growing discussion of possible policy or verbal intervention. 🥇 Commodities: Gold continues to trade near record territory, holding above $5,000 per ounce, supported by demand for safe-haven assets and expectations of stable US rates. Oil prices are slightly lower, with Brent crude hovering around $65 per barrel, as traders await fresh signals from inventory data and broader supply developments. ₿ Crypto: Bitcoin is trading steadily, with price action largely driven by global risk sentiment, US dollar dynamics, and expectations around central bank policy. 🗓️ Economic Calendar of the Day (27 January): 10:00 🇪🇸 Unemployment Rate (Q4) 15:00 🇭🇺 Interest Rate Decision (January) 17:00 🇺🇸 CB Consumer Confidence Index (January), expected near 90 23:40 🇺🇸 Crude Oil Stocks (API) – weekly change 🚀 Stay alert to today’s data and potential volatility around the US session. Trade wisely and have a profitable day

NORDFX Global

📆 Morning Update - 16 January 2026 (Friday) 📈 Markets: US equity indices closed solidly higher, extending the Wall Street rebound. Gains were led by technology shares, with the Dow outperforming, reflecting renewed confidence in risk assets. Asian markets ended mixed, as chipmakers advanced on strong sector momentum while most regional indices lagged. European markets are expected to open cautiously, and US futures are slightly higher. 💵 FX: The US dollar remains firm near recent highs as markets continue to price in a more patient Federal Reserve. Initial jobless claims fell below 200,000, reinforcing the view that the Fed has room to delay rate cuts, with expectations for an April move fading further. The Japanese yen strengthened after officials reiterated that all options remain on the table to curb excessive volatility, including coordinated action if needed. The pound is steady ahead of comments from the Bank of England governor. 🛢️ Oil: Oil prices are modestly lower as the market consolidates after the early-January rebound. Easing immediate geopolitical risk has reduced the risk premium, although traders remain cautious given ongoing uncertainty around global supply and demand. 🥇 Gold & metals: Precious metals are under pressure. Gold has edged lower, while silver and platinum saw sharper declines, reflecting dollar strength and profit-taking after recent volatility. Safe-haven demand, however, continues to limit deeper losses. 🗓️ Today’s key events: 🇬🇧 Speech by Bank of England Governor Andrew Bailey 🇺🇸 US Industrial Production and Capacity Utilisation (December) ⚠️ As the week draws to a close, thinner liquidity may amplify price swings around key headlines. 🚀 Stay focused, manage risk carefully, and trade smart into the weekend!

NORDFX Global