Sydney NSW 2000. Level 2, 35
Clarence Street.
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Trump’s tariff cap extended to August 1st! 14 countries including Japan and South Korea face a minimum tax rate of 25%, with geopolitical risks resonating with the gold market
- July 8, 2025
- Posted by: Macro Global Markets
- Category: News
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On July 7th local time, US President Trump announced that tariffs ranging from 25% to 40% will be imposed on imported products from 14 countries including Japan and South Korea starting from August 1st. At the same time, he signed an executive order to extend the “equivalent tariffs” originally scheduled for July 9th to August 1st. According to the letter released by Trump, countries such as Japan, South Korea, and Malaysia will be subject to a 25% tariff, South Africa and Bosnia and Herzegovina will be subject to a 30% tariff, Indonesia will be subject to a 32% tariff, Thailand and Cambodia will be subject to a 36% tariff, and Laos and Myanmar will be subject to up to 40% tariffs. Trump emphasized that if retaliatory tariffs are imposed by relevant countries, the United States will “increase the burden equally” and encourage companies to build factories in the United States to avoid tariffs.
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Panoramic Analysis of US Non-Farm Data in June: Employment Resilience and Market Ripples under Policy Gaming
- July 4, 2025
- Posted by: Macro Global Markets
- Category: News
The June non-farm data released by the U.S. Bureau of Labor Statistics on Thursday, like a stone thrown into the market lake, not only reflects the complex resilience of the U.S. labor market, but also triggers the financial market to re-examine the policy path of the Federal Reserve. From the employment data itself to asset price fluctuations, from industry structure differentiation to institutional viewpoints, this report outlines the current subtle picture of the U.S. economy.
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Outlook for Non Farm payroll Data in June 2025: Employment Landscape in the Mist
- July 1, 2025
- Posted by: Macro Global Markets
- Category: News
As the core observation indicator of the Federal Reserve’s monetary policy, the fluctuation of US non farm employment data not only reflects the health of the labor market, but also directly affects the global asset pricing logic. The current market is in a critical period of the game between “high inflation stickiness” and “hidden concerns about economic slowdown”. The performance of non farm payroll data in June will further verify the cooling pace of the labor market and affect the pricing of the Federal Reserve’s expectation of interest rate cuts in September. It is worth noting that the previous value has been revised downwards by 95000 people, and the deviation between the recent non farm data and market expectations has significantly increased. For example, although the non farm data added 139000 people in May exceeded expectations, there is a risk of statistical correction in the previous data itself.
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Trump loyalists switch sides to support July interest rate cut, Powell faces dual political and economic pressures
- June 24, 2025
- Posted by: Macro Global Markets
- Category: News
On June 24th, the internal game within the Federal Reserve regarding the path of interest rate cuts further intensified. Michelle Bowman, the Vice Chair of Federal Reserve Regulation nominated by Trump, explicitly stated in congressional testimony that if inflation remains moderate, she supports initiating interest rate cuts as early as July to “prevent potential structural weakness in the labor market. This statement echoes another confidant of Trump, Federal Reserve Governor Christopher Waller, who emphasized in his speech on June 20 that the impact of tariffs on inflation “may be short-lived” and that the Fed should “prioritize economic downside risks” to open a policy window for a July rate cut.
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Japan cuts interest rates and reduces debt + oil price at $85, can your US stock holdings withstand it?
- June 19, 2025
- Posted by: Macro Global Markets
- Category: News
On June 17, the Bank of Japan announced that it would maintain its target interest rate at 0.5%, keeping its monetary policy unchanged for the third consecutive time, in line with market expectations. The bank voted 8 to 1 to extend the existing bond reduction plan until March 2026, and reduce the monthly purchase of government bonds by about 200 billion yen per quarter from April 2026 until the monthly purchase scale is reduced to about 2 trillion yen from January to March 2027.
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The lower than expected US CPI triggered expectations of interest rate cuts! Gold skyrockets, 10-year US Treasury yield falls below 4.5%
- June 13, 2025
- Posted by: Macro Global Markets
- Category: News
On the evening of June 11th, the US Department of Labor released May CPI data, with a total CPI of 2.4% year-on-year (expected 2.5%) and a core CPI of 2.8% year-on-year (expected 2.9%). The month on month increase was only 0.1% (expected 0.2%), both lower than market expectations. After the data was released, spot gold surged by $12 to $3376.3 per ounce in the short term (the highest in the Asian session on June 12th), reaching a new high for the week; The yield on 10-year US Treasury bonds plummeted by 5 basis points to 4.38%, and market expectations for the Fed to cut interest rates twice this year have risen to 72%.
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The second round of direct negotiations between Russia and Ukraine has ended, with territorial disputes deadlocked and a surge in demand for gold as a safe haven
- June 4, 2025
- Posted by: Macro Global Markets
- Category: News
The second round of direct negotiations between Russia and Ukraine, which was originally planned to restart on June 3, was actually held secretly in Istanbul, Türkiye, on June 2, but it broke down after only one hour. The two sides have reached limited consensus on humanitarian issues such as prisoner of war exchange and body transfer, but have fallen into fundamental opposition on core issues such as territorial sovereignty and ceasefire conditions.
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Gaza ceasefire ‘wrong’ triggers market volatility! Hamas’ agreement ‘denied by US and Israel, gold safe haven demand surges
- May 28, 2025
- Posted by: Macro Global Markets
- Category: News
Recently, there has been a dramatic turning point in the Gaza ceasefire negotiations – Hamas announced through intermediaries that it accepted the ceasefire plan proposed by US envoy Witkov, but both the US and Israel quickly denied it, causing concerns in the market about the escalation of the situation in the Middle East.
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Iran nuclear crisis escalates! Israel’s’ military countdown ‘ignites gold safe haven trend
- May 26, 2025
- Posted by: Macro Global Markets
- Category: News
On the early morning of May 23rd, Iranian Foreign Minister Aragorzi harshly stated in a letter to United Nations Secretary General Guterres: “If Israel dares to attack Iran’s nuclear facilities, the United States will be seen as a ‘joint aggressor’, and Iran will take ‘special measures’ to protect its nuclear assets.” This statement, along with the “destructive counterattack” statement issued by the Iranian Revolutionary Guard Corps on the same day, forms a dual deterrence.
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Antony Blinken threatened sanctions, escalated the Russia Ukraine crisis, and the demand for gold as a safe haven soared
- May 22, 2025
- Posted by: Macro Global Markets
- Category: News
On May 20 local time, US Secretary of State Antony Blinken made a strong statement in his speech at the Washington Think Tank that if Russia and Ukraine failed to make substantive progress on the ceasefire agreement in the next two weeks, the United States would join the EU to implement a new round of sanctions against Russia, focusing on energy, finance and military industrial complex. This statement immediately caused a market shock. On May 21st, during the Asian session, spot gold prices surged last night, breaking through the $3300/ounce mark and reaching a new high of $3320.76 in over a week.
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