Authorized and Regulated Entities: SARACEN MARKETS (PTY) LTD

US-China Preliminary Trade Accord Offers Relief, But Risks Remain Elevated 1

US-China Preliminary Trade Accord Offers Relief, But Risks Remain Elevated

Gold extended its rally early Thursday, climbing toward $3,380 and nearing levels not seen since May, as geopolitical risks in the Middle East and subdued U.S. inflation readings drove a flight to safety. Traders are bracing for another volatile session as attention shifts to today’s U.S. Producer Price Index (PPI) report and ongoing geopolitical tensions […]

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US-China Preliminary Trade Accord Offers Relief, But Risks Remain Elevated 3

US-China Preliminary Trade Accord Offers Relief, But Risks Remain Elevated

A preliminary trade agreement between the United States and China has provided short-term relief to financial markets, with both sides signaling progress in implementing the consensus previously reached in Geneva. While the framework is viewed as a constructive step, material uncertainties persist including unresolved tensions in high-tech sectors and shifting leadership dynamics at the Federal

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Markets Cautiously Optimistic as US-China Trade Talks Resume, Yen Under Pressure Amid Dovish BOJ Signals 5

Markets Cautiously Optimistic as US-China Trade Talks Resume, Yen Under Pressure Amid Dovish BOJ Signals

Global financial markets entered the second day of US-China trade negotiations with cautious optimism as talks continued in London. Despite a lack of concrete breakthroughs, the constructive tone between delegates buoyed investor sentiment, while persistent trade frictions and tariff-induced disruptions underscore the fragility of recent risk-on positioning. Meanwhile, the Japanese yen weakened further after dovish

Markets Cautiously Optimistic as US-China Trade Talks Resume, Yen Under Pressure Amid Dovish BOJ Signals Read More »

Dollar Softens as Trade Optimism Builds, CPI and Treasury Supply in Focus 7

Dollar Softens as Trade Optimism Builds, CPI and Treasury Supply in Focus

The US dollar declined at the start of the week amid a moderation in geopolitical tensions and renewed hopes for progress in US-China trade talks. Market participants turned cautiously optimistic following constructive diplomatic signals and an encouraging US jobs report, though upcoming inflation data and Treasury auctions could challenge that sentiment. This week’s cross-asset dynamics

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Strong U.S. Labor Data Buoys Dollar, Tempers Recession Fears Amid Tariff Headwinds 9

Strong U.S. Labor Data Buoys Dollar, Tempers Recession Fears Amid Tariff Headwinds

A better-than-expected U.S. job openings report has injected a degree of resilience into the market narrative, temporarily easing fears that escalating trade tensions under the Trump administration could derail the domestic economy. While tariff pressures continue to mount, particularly with the doubling of steel and aluminum duties, labor market strength is lending credibility to the

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Dollar Regains Ground as Markets Eye Trump-Xi Breakthrough Amid Renewed Trade Frictions 11

Dollar Regains Ground as Markets Eye Trump-Xi Breakthrough Amid Renewed Trade Frictions

The US dollar extended gains against its G-10 peers on Tuesday, buoyed by rising demand for safe-haven assets as geopolitical tensions and global trade frictions re-escalated. While Treasury markets remained broadly stable, investor focus shifted decisively toward the possibility of renewed dialogue between US President Donald Trump and Chinese President Xi Jinping. Market participants are

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Entrenched Tariff Standoff Deepens Uncertainty Across Global Markets 13

Entrenched Tariff Standoff Deepens Uncertainty Across Global Markets

The Trump administration has reaffirmed its commitment to maintain sweeping tariff policies, despite ongoing legal challenges and growing macroeconomic headwinds. With trade negotiations stalled and judicial pushback escalating, financial markets face an increasingly entrenched period of geopolitical and policy risk. This report evaluates the implications of Washington’s renewed tariff posture on market sentiment, legal uncertainty,

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Legal Blow to US Tariffs Spurs Dollar Rally as Risk Sentiment Shifts 15

Legal Blow to US Tariffs Spurs Dollar Rally as Risk Sentiment Shifts

The US dollar rebounded sharply on Wednesday after a landmark ruling by the US Court of International Trade challenged the legal basis of President Donald Trump’s tariff regime. While the court’s decision does not immediately revoke existing tariffs, it introduces a material shift in market perception signaling potential limits to the White House’s unilateral trade

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Dollar Rebounds as Trump Tariff Delay Reprices Market Expectations 17

Dollar Rebounds as Trump Tariff Delay Reprices Market Expectations

The US dollar staged a tactical rebound on the back of President Trump’s announcement to defer tariff hikes on Eurozone imports. While this development helped ease immediate market anxiety, underlying concerns related to the structural integrity of US fiscal policy and the dollar’s long-term appeal as a global reserve asset remain unresolved. This report assesses

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Markets Recalibrate as White House Delays EU Tariffs; Dollar Undermined by Policy Volatility 19

Markets Recalibrate as White House Delays EU Tariffs; Dollar Undermined by Policy Volatility

President Donald Trump’s delay of a planned 50% tariff on EU imports has provided temporary relief to financial markets, yet volatility remains elevated as trade policy continues to dominate macro risk narratives. Market response has been cautious, with the US dollar weakening to multi-month lows, safe-haven flows unwinding, and growing scrutiny over the dollar’s role

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