mifsee

On July 9, 025, US stocks rebounded with the Dow +0.49% and S&P 500 +0.61%. The 10-year U.S. Treasury yield fell to 4.34% and the dollar was at 146 yen. Crude oil is slightly lower while copper is at an all-time high on tariff speculation. Risk-on resumes, but tariff risk remains a key concern.

On July 8, 025, the Dow was down 0.37% due to tariff risks, the S&P was slightly lower, and the NASDAQ was slightly higher. The U.S. 10-year Treasury yield rose to 4.42% and the dollar was at 146 yen. Copper hit new highs and crude oil rebounded. Money is heading toward resources and European stocks, with a mixture of caution and resilience in the market.

On July 7, 2025, the dollar strengthened as the S&P 500 fell back to 6,229 on the Trump administration's new tariffs; bond buying was limited at 4.33% for 10-year Treasuries; oil bounced back against OPEC+ production increase. Overall, resource prices underpinned the market while tilting toward risk-off.

In a shortened week before U.S. Independence Day, the tech-driven S&P 500 hit a record high. While dollar weakness paused, long-term interest rates diverged between the U.S.↑Europe and the U.S.↓Europe, and crude oil and metals rebounded. While the selective risk-on trend continued, the yen continued to fall to the 144-yen level.

On July 3, 2025, the U.S. tech-driven S&P 500 and NASDAQ hit record highs. The U.S. 10-year Treasury yield is at 4.35% and the dollar is soft at 144 yen. Crude oil is down slightly, but gold is firm and selective risk-on continues. CPI and OPEC+ in focus after the Independence Day holiday.

On July 2, 2025, the market was buoyed by U.S. tech buying, with the S&P 500 hitting new highs and risk-on accelerating. The yen and the euro held at ¥143 and $1.18, respectively, amid a weaker dollar. Crude oil and copper rebounded, and safe-haven assets were also firm at $3,350. Employment data and OPEC+ meeting are next in focus.

Markets on June 30, 2025 saw the U.S. dollar index soften to the 96 level on lower U.S. long-term interest rates; the S&P 500 and Nasdaq hit new highs led by the generation AI; the Nikkei 225 also rose on the back of a weaker yen. Gold was bought on dollar weakness, while crude oil was slightly lower. The market environment is described as a mixture of risk asset preference and a return to quality.

Crude oil plunged -5% weekly on Israel-Iran ceasefire speculation and inflation fears receded. The yield on the 10-year U.S. Treasury note fell to 4.25%, led by the S&P 500 +11% weekly amid a weaker dollar, and the generative AI-related market. Diversification of funds into gold and bitcoin also continued, strengthening the risk-on market.

Risk-on continues as Israeli-Iranian ceasefire holds and U.S. inflation slows; S&P 500 hits new highs, 10-year U.S. Treasury yield falls to 4.26%, and dollar index is 97. Oil at $65 eases inflation fears, gold and bitcoin steady.

Risk-on continues as the Israel-Iran ceasefire holds and U.S. interest rates fall; the S&P 500 is as high as 6,141, the dollar index falls to 97, and the euro strengthens. Crude oil is slightly higher, gold and bitcoin are steady, and the complex situation is complicated by the coexistence of high stock prices and demand for safe-haven assets.