Market Update

Key Takeaways Massive refund push: The Trump administration is processing more than $35.5 billion in tariff refunds to importers after the Supreme Court struck down his tariff policy. Interest included: Payments cover duties paid across more than 8 million import entries, with interest added to refund amounts. CAPE portal handles …

Key Takeaways DXY firms: The dollar index held near a one-week high after rising 0.4% on Tuesday. CPI shock: U.S. consumer prices rose 3.8% year-on-year in April — the biggest annual increase since May 2023 and above expectations. Rate cut bets evaporate: Investors have priced out expectations of any Fed …

Key Takeaways Mixed gold action: Spot gold edged down 0.2% to $4,705.50 per ounce, while U.S. gold futures rose 0.6% to $4,713.00. Tuesday’s pullback: Bullion fell 0.4% on a firmer dollar and elevated inflation readings. Negotiations on “life support”: Trump’s warning followed Tehran’s rejection of the U.S.-backed peace proposal. Hormuz …

Key Takeaways Modest pullback: Brent crude fell 0.4% to $107.36 per barrel, while WTI eased 0.3% to $101.91 — following Tuesday’s 3%+ surge. Three days of gains: Both contracts had rallied for three consecutive sessions. Ceasefire on “life support”: Trump’s rejection of Iran’s response to peace proposals continues to keep …

The Middle East conflict pushes Washington and Beijing toward a critical moment. The escalating Iran conflict is rapidly transforming the global political landscape, placing new pressure on both Washington and Beijing as President Donald Trump prepares for a high-stakes visit to China. What was once expected to focus largely on …

Global Shockwave are hitting risk assets. Bitcoin and Ethereum came under pressure as markets reacted to a volatile mix of rising geopolitical tensions in the Middle East and stronger-than-expected inflation in the United States. The shift in sentiment pushed investors toward safer positions, dragging digital assets lower in a broader …

The Pentagon is reportedly weighing a straightforward but strategic move: renaming its combat operations against Iran. The goal is to provide President Trump with greater flexibility as tensions in the region remain high and a fragile ceasefire hangs in the balance. Following the conclusion of “Operation Epic Fury,” which achieved …

Global oil markets have entered a renewed phase of aggressive upside momentum, with crude prices “rockets again” above the $100 per barrel mark in a move that is reshaping expectations across energy, inflation, and global trade. The rally is not a brief spike, but a sustained revaluation of oil prices …

The Japanese yen is once again under intense pressure as USD/JPY moves toward the 160 level, a zone widely seen as a critical threshold for both markets and policymakers.This level is not just a round number in trading—it has become a psychological and policy trigger point where volatility tends to …

Strong Earnings Beat Expectations and Lift Investor ConfidenceShares of Advanced Micro Devices (AMD) jumped sharply after the company reported stronger-than-expected first-quarter results, driven by surging demand for artificial intelligence chips and rapid expansion in its data center business.The semiconductor company delivered revenue and earnings above market forecasts, reinforcing investor optimism …