Authorized and Regulated Entities: SARACEN MARKETS (PTY) LTD

Trump’s Tariff Escalation Triggers Policy Fog as Markets Brace for NFP Print 1

Trump’s Tariff Escalation Triggers Policy Fog as Markets Brace for NFP Print

President Donald Trump has reignited global trade uncertainty, unveiling a sweeping new tariff regime that includes a 10% global minimum duty and elevated levies of 15% or higher on countries maintaining trade surpluses with the United States. The move marks the latest effort by the administration to overhaul global commerce through a protectionist lens one that risks further unsettling […]

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Markets Reprice Fed Outlook as Trump Softens Tariff Blow on Copper 3

Markets Reprice Fed Outlook as Trump Softens Tariff Blow on Copper

Traders are confronting a volatile cocktail of macro headlines this week, with the US dollar fluctuating as market participants recalibrate expectations around Federal Reserve policy and the evolving stance on trade tariffs. The greenback initially surged following the Fed’s decision to keep interest rates unchanged, but later pared gains as Treasury yields retreated and investors reassessed the likelihood of a September

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Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds 5

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds

Gold prices hold steady below the key $3,345 mark in early Wednesday trade, as markets enter a state of suspended animation ahead of the Federal Reserve’s policy decision. Despite a modest rebound from last week’s dip to $3,302, the yellow metal remains rangebound, caught in the gravitational pull of two high impact U.S. economic events which is Q2

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Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds 7

Investor Focus Shifts from Trade Rhetoric to Economic Reality as Data Heavy Week Unfolds

The initial relief from recent trade de-escalations has lost momentum as global investors recalibrate expectations ahead of a pivotal week marked by dense macroeconomic data releases and key central bank decisions. The US dollar has steadied after its strongest advance in months, with market participants reducing exposure to speculative narratives and instead awaiting confirmation of

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Global Sentiment Lifted by Trade De-escalation, but Policy Decisions and Data Loom as Pivotal Risk Catalysts 9

Global Sentiment Lifted by Trade De-escalation, but Policy Decisions and Data Loom as Pivotal Risk Catalysts

Global markets have entered the final week of July with renewed optimism, buoyed by signs of de-escalation in trade tensions and expectations of continued monetary policy support. The announcement of a formal US European Union trade agreement, alongside speculation that the US and China will extend their existing tariff truce, has alleviated fears of a

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Gold Consolidates Below Key Levels Amid Rising Regional Tensions and Fed Policy Anticipation 11

Gold Consolidates Below Key Levels Amid Rising Regional Tensions and Fed Policy Anticipation

Gold prices experienced a modest retreat early Friday after testing the psychological support near $3,350, following a recent rally that brought the metal to five week highs. Despite this pullback, gold remains positioned for a weekly gain, reflecting the persistent demand for safe-haven assets amid escalating geopolitical risks and uncertainty ahead of major central bank

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US Policy Divide Deepens as Fed Officials Signal Divergent Paths Amid Political Pressure 13

US Policy Divide Deepens as Fed Officials Signal Divergent Paths Amid Political Pressure

Diverging signals from Federal Reserve policymakers, coupled with persistent political pressure on Chair Jerome Powell, continue to drive uncertainty across global markets. While strong labor data and improving retail sales support the underlying resilience of the US economy, an increasingly fractured policy environment raises critical questions about the central bank’s ability to maintain a consistent

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Dollar Rebounds Amid Fed Chair Uncertainty, But Institutional Risks Remain Elevated 15

Dollar Rebounds Amid Fed Chair Uncertainty, But Institutional Risks Remain Elevated

The US dollar regained ground in Thursday’s session after retreating sharply the day before, as market volatility subsided following President Trump’s attempt to defuse speculation about the premature removal of Federal Reserve Chair Jerome Powell. While the President’s comments restored some calm to financial markets, the broader risk surrounding central bank independence remains firmly in

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US Inflation Dampens Rate Cut Expectations, Dollar Holds Steady Amid Tariff Overhang 17

US Inflation Dampens Rate Cut Expectations, Dollar Holds Steady Amid Tariff Overhang

US inflation data for June has prompted market participants to scale back expectations of multiple interest rate cuts by the Federal Reserve in 2025. Although a September rate reduction is still on the table, its likelihood has been meaningfully downgraded. Strong labor market data earlier this month already tempered expectations, but with signs now emerging

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Markets on CPI Watch as Tariff Risks and Political Pressure Cloud US Rate Path 19

Markets on CPI Watch as Tariff Risks and Political Pressure Cloud US Rate Path

Markets enter the new week navigating a delicate equilibrium between renewed geopolitical tension, persistent political pressure on the US Federal Reserve, and the highly anticipated release of June’s US Consumer Price Index (CPI) data. President Donald Trump’s latest 100% tariff threat on Russia, coupled with escalating criticism of Fed Chair Jerome Powell, has intensified uncertainty

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