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INVESTMENT DEPOSIT HAS BEEN SUCCESSFULLY CONFIRMED.
CONTINUE TO INVEST WITH ASSURANCE AND ENHANCE YOUR EARNINGS.
INVESTMENT DEPOSIT HAS BEEN SUCCESSFULLY CONFIRMED.
CONTINUE TO INVEST WITH ASSURANCE AND ENHANCE YOUR EARNINGS.
📅Week Ahead – Markets on Edge as Trump’s Inauguration and BoJ Decision Loom
1. Trump’s Inauguration: Markets Brace for Volatility 🇺🇸
• Event Date: Monday
• Key Focus:
• Trump’s policies on tariffs, corporate tax cuts, and deregulation are creating expectations of rising inflation.
• Markets are watching his inaugural speech for clues on policy direction.
• Market Impact:
• Hawkish comments on tariffs may boost the US dollar and Treasury yields.
• Equities could face pressure, especially with NYSE closed for Martin Luther King Day.
• Corporate tax cut rhetoric could support stocks.
2. BoJ’s First Rate Decision of 2025 🇯🇵
• Event Date: Friday
• Market Expectations:
• 80% chance of a 25bps rate hike, fueled by higher inflation and wages.
• The December Summary of Opinions hinted at a potential rate hike.
• Risks:
• If BoJ disappoints hawkish bets, the yen may tumble.
• Conversely, a rate hike might strengthen the yen, but the impact could be limited by intervention risks.
3. Euro and Pound in Focus: PMIs to Set the Tone 🇪🇺🇬🇧
• Event Date: Friday
• Key Data: Preliminary January PMIs for the Eurozone and the UK.
• Market Context:
• Euro and pound are under pressure from monetary policy divergence with the Fed.
• Weak UK data has amplified concerns about economic resilience.
• Market Expectations:
• ECB: Expected to cut another 95bps in 2025.
• BoE: Projected to reduce rates by 60bps.
• Implications: Weak PMIs could deepen the euro and pound’s decline.
4. Inflation Data: Loonie and Kiwi in the Spotlight 🇨🇦🇳🇿
• Event Date: Tuesday
• Key Releases:
• Canada: CPI and Business Outlook Survey
• Market Context: A hot CPI could reduce the 65% probability of a BoC rate cut on January 29.
• Positive survey data may further strengthen the loonie.
• New Zealand: Q4 CPI
• A weak CPI could heighten the likelihood of a bold 50bps or even 75bps cut in February, pushing the kiwi lower.
5. Netflix Earnings to Drive Stock Market Sentiment 🇺🇸
• Event Date: Tuesday
• Key Focus: Netflix’s Q4 2024 earnings report.
• Market Implications: Results may shape broader tech sector sentiment.
6. World Economic Forum in Davos 🇨🇭
• Event Date: Monday to Friday
• Key Themes:
• Geopolitical risks and economic challenges in 2025.
• Insights into Trump’s agenda, with a virtual address on Thursday.
• Key discussions on artificial intelligence and global cooperation.
• Notable Speakers:
• Ukrainian President Zelenskyy (Tuesday).
• Donald Trump (Thursday, virtual).
Summary of Key Market Impacts
• US Dollar: 🇺🇸Sensitive to Trump’s tariff stance and inflation expectations.
• Equities: 📉Potential volatility tied to policy announcements and Netflix earnings.
• Japanese Yen: 🇯🇵Vulnerable to BoJ’s decision and potential intervention risks.
• Euro and Pound: 🇪🇺🇬🇧Weak PMIs could exacerbate policy divergence woes.
• Loonie and Kiwi: 🇨🇦🇳🇿Inflation data to determine the path of central bank rate cuts.
• Global Outlook: Davos discussions may provide insights into economic and geopolitical trends.
Failure is fleeting—it lasts only a moment.
Every loss comes with a lesson, and the noise from critics exists only in your mind.
Haters and doubters quickly forget and return to their own lives.
So take action, embrace failure, and never fear trying again.
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