Yen Slides, Oil Steadies, Markets Watch Japan & Europe Politics
Today’s Market Insights: Monday, 7.10.2025
📈 Market Mood:
Neutral-to-slightly bearish - political risks in Japan and France weigh, while safe assets and oil try to find footing.
🗓 Today’s Key Events:
No major news events
🌐 Market Moving News:
Yen plunges ~1.9% after Takaichi wins LDP leadership, signaling fiscal stimulus ahead.
Oil holds firm after OPEC+ modest supply increase, easing fears of a major oversupply.
French political chaos deepens - including prime minister’s resignation - dragging euro zone sentiment.
Asset Snapshots:
⚪ S&P 500: Neutral - modest gains overnight on global strength
🟢 USD (DXY): Bullish - dollar remains steady amid global FX volatility
🟢 Gold: Bullish - near record highs as investors seek safety amid uncertainty
⚪ Oil: Neutral - steady after recent bounce post supply signal
🟢 Bitcoin: Bullish - climbing toward new highs amid risk-on flows
Bias Meter:
⚖️ Neutral - upside in safe havens and momentum trades balanced by risk from politics and FX volatility
Price Action Notes:
Watch USD/JPY: further downside in yen could shift flows toward U.S. equities & dollar strength
Dollar slip below 98 may accelerate flows into gold, crypto, and emerging markets.
Oil names: resilience around $61-$65 is key; break could trigger larger move
Volatility Watch (VIX)
The VIX shows expected stock market volatility
What’s the one move you’re watching today?
Trade smart and enjoy the ride.
Disclaimer:
This newsletter is for information only and not financial advice. Markets carry risk, and past performance does not guarantee future results. Always do your own research or consult a qualified advisor before making investment decisions.