U.S. Core PCE Falls to 2.6% in March — Investors Eye Fed Rate Cut Amid Cooling Inflation

U.S. core PCE inflation cooled to 2.6% year-over-year in March, marking its lowest level in 2024 so far and signaling a notable easing of inflationary pressure. With the data reinforcing expectations for a potential interest rate cut by the Federal Reserve in June, investor focus is shifting. Strong consumer spending combined with a declining savings rate highlights both underlying risks and room for policy adjustment. These developments could have meaningful implications for the market outlook, making it critical for investors to stay alert to shifts in economic momentum and central bank strategy.

Oil Prices Plunge in April 2025 — Biggest Drop in Four Years Amid Escalating US-China Trade Tensions and OPEC+ Supply Surge

In April 2025, oil prices recorded their steepest monthly drop since 2021, driven by escalating U.S.-China trade tensions, downgraded demand forecasts, and increased output from OPEC+. As investors pulled out of the oil market, fears over the long-term outlook for energy intensified. With crude prices under sustained pressure, many analysts believe it’s time to reassess energy investment strategies from the ground up.

US Dollar Rises Against Yen Amid Market Volatility, with Focus on Bank of Japan Policy and Economic Data

The US dollar has recently gained ground against the Japanese yen, driven by weak Japanese economic data and growing uncertainty ahead of the Bank of Japan’s upcoming policy decision. USD/JPY is currently trading near the 142 level, with market participants closely monitoring any signals that could hint at a possible rate hike by the BOJ. Additionally, investors are keeping an eye on developments in US-Japan trade talks, which could influence short-term currency movements. For now, the pair is expected to fluctuate within a range of 141.50 to 144.00, with future trends likely shaped by economic indicators and central bank actions. Stay tuned for in-depth USD/JPY trend analysis and the latest forex market updates.

U.S. Bond Market Volatility Spurs Investor Concerns as Foreign Holders Cut Back and Yields Rise, Challenging Safe-Haven Status

The recent surge in U.S. Treasury volatility, combined with foreign investors pulling back and yields climbing sharply, is raising serious questions about Treasuries’ long-held status as a “risk-free asset.” With inflation pressures lingering and policy uncertainty mounting, the market is being forced to reassess the true risk profile of government bonds. For investors, this environment underscores the need to re-evaluate asset allocation strategies to navigate shifting conditions.

US Stocks Rally for Sixth Day Boosts Market Sentiment; Hong Kong Shares Face Resistance at Highs as Investors Eye Tech Hardware and Domestic Demand Plays

U.S. stocks extended their winning streak to six consecutive days, buoyed by positive developments including progress on a U.S.-India trade deal, easing bond yields, and solid corporate earnings—all of which helped restore investor confidence. Meanwhile, Hong Kong stocks faced resistance at higher levels, as pre-holiday trading turned more cautious. In the short term, technical resistance continues to cap gains. Investors are advised to focus on sectors tied to tech hardware and domestic demand recovery.

Australian Dollar Pulls Back Near Yearly High as Markets Eye CPI and RBA Rate Cut Outlook

On April 29, 2025, the Australian dollar edged slightly lower against the U.S. dollar but remained near its highest level of the year. Investors are closely watching Australia’s upcoming Q1 CPI report — if inflation cools more than expected, it could increase the likelihood of a rate cut by the Reserve Bank of Australia in May. Ongoing trade tensions between China and the United States also add uncertainty, potentially weighing on Australia’s export-driven economy. With inflation data and central bank policy in focus, traders should stay alert to both opportunities and risks in the Aussie dollar’s outlook.

Tracker Fund of Hong Kong (02800) Boosts 2025 Interim Dividend by 47% to HK$0.22, Hits 3-Year High with 3.2% Yield, Attracting Long-Term Investors

Tracker Fund of Hong Kong (02800) has announced its interim dividend for the 2025 fiscal year, declaring a payout of HK$0.22 per unit — a sharp increase of approximately 47% compared to the same period last year, and the highest in three years. The ex-dividend date is set for April 29, with the dividend scheduled for distribution on May 30.

Currently, Tracker Fund offers a stable dividend yield of around 3.2%, drawing increasing interest from long-term investors seeking steady income. Closely tracking the Hang Seng Index, Tracker Fund remains a top choice for those aiming to achieve stable returns while diversifying market risk.

Stay updated with the latest developments on the Tracker Fund of Hong Kong to make informed investment decisions.

Trump’s 2025 White House Return Sparks Global Market Turmoil: Tariff Policies Hammer Stocks and the Dollar

When Donald Trump returned to office in 2025 and launched his so-called “economic revolution,” the financial markets reacted with immediate turmoil. Sweeping tariffs triggered a sharp stock market crash, a mass sell-off in the bond market, and a weakening U.S. dollar. Investor confidence plunged, signaling the onset of a potential economic downturn. As the first hundred days unfolded, American markets—and global capital—responded with clear signs of anxiety. Now, whether the U.S. economy can weather this seismic shift has become a critical question for investors around the world.

US GDP and PCE Data to Be Released Soon: Global Markets Focus on Rate Cut Expectations and Safe-Haven Asset Strategies

This week, all eyes are on key U.S. economic data—including first quarter GDP, the core PCE inflation index, and the non-farm payrolls report—as investors gauge signs of slowing growth and shifting expectations around potential interest rate cuts. Meanwhile, market participants are also closely monitoring the Bank of Japan’s policy moves and the yen’s performance, both of which could influence global capital flows.

With monetary policy and inflation concerns still weighing heavily on sentiment, investors are leaning toward a more cautious stance. Defensive stocks, gold, and government bonds are now the top choices for those seeking safe-haven assets. As economic uncertainty grows, asset allocation strategies may require thoughtful adjustments to navigate the evolving landscape.

Is Trump threatening the independence of the Federal Reserve? The depreciation of the U.S. dollar is shaking the markets, and capital is accelerating its shift toward U.S. dollar assets.

With Trump returning to the White House, the Federal Reserve’s independence faces an unprecedented challenge. The depreciation of the U.S. dollar and the volatility in U.S. Treasury bonds have become focal points for the market. Under mounting pressure from political interference, global capital is accelerating de-dollarization, shifting toward gold, TIPS, and non-dollar assets for safety. This in-depth analysis reveals how this policy storm could reshape the global financial landscape, highlighting key trends and strategic recommendations every investor should know.

Gold Prices Plunge After Hitting Record Highs: In-Depth Analysis of Market Trends and Smart Risk Management Strategies

Driven by rising demand for safe-haven assets and aggressive central bank buying, gold prices have surged over 15% this year, hitting an all-time high. However, a recent shift in market sentiment has triggered a sharp pullback, prompting investors to reassess the outlook for gold. This article takes a closer look at the changing market dynamics, policy developments, and key technical indicators to help investors navigate the gold market more effectively. Whether you’re looking to capitalize on price movements or hedge against volatility, understanding these trends is essential for smarter asset allocation and risk management in today’s evolving financial landscape.

U.S. Stocks Suffer Biggest Drop in Three Years as Dow Plunges 1,200 Points Amid Recession Fears and Trump Pressure on Fed

U.S. markets suffered their steepest drop in three years on April 21, 2025, with the Dow Jones Industrial Average plunging 1,200 points. The sharp sell-off was triggered by weaker-than-expected economic data and renewed political pressure from former President Donald Trump on the Federal Reserve to cut interest rates—raising fresh concerns over the Fed’s independence in shaping monetary policy.

The market turmoil was worsened by a new round of tariffs, which hit technology and industrial sectors particularly hard. As risk appetite waned, investors flocked to safe-haven assets like gold and Treasury bonds.

With policy uncertainty on the rise and volatility surging, investors are urged to reassess their portfolio allocations and adopt more flexible risk management strategies to navigate the shifting financial landscape.