Trading Insights

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Macro Snapshot

  • Dovish Powell: Productivity gains and resilient growth set up for October rate cut; Fed remains split on inflation risks.
  • Soybean Shock: China halts all U.S. soybean imports, triggering potential farm sector stress.
  • Retaliation Threat: Trump threatens to ban Chinese cooking oil imports amid escalating trade spat.
  • Trade War Hedge: Investors shift capital toward gold and the euro as safe-haven plays.
  • Tech Expansion: OpenAI’s Salesforce integration signals broader enterprise adoption of AI.
  • Market Mood: Dovish monetary stance and trade war escalation offset each other, keeping risk sentiment balanced.