\nEquities may remain range-bound until markets gain clarity on the Fed\u2019s path. Interestingly, the US Dollar strength remains under pressure despite reasons for the Federal Reserve to hold.<\/p>\n
In short, the CPI release reinforces the message that the Fed\u2019s fight against inflation is far from over. Investors should be cautious about positioning portfolios too aggressively for imminent policy easing.<\/p>\n
![\"\"](\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2025\/08\/image-1.png\")
<\/p>\n
China\u2019s July Data: Momentum Slips Again<\/h4>\n
China\u2019s July economic numbers painted a disappointing picture. Retail sales slowed, reflecting weak consumer confidence and a still-cautious household sector. Industrial production lost momentum, despite earlier government support measures. Fixed asset investment also cooled, pointing to fading stimulus from infrastructure and property.<\/p>\n
Taken together, the data shows that China\u2019s recovery remains uneven and vulnerable. Domestic demand is subdued, exports are struggling against weaker global trade, and the property sector continues to drag on growth.<\/p>\n
Markets ignored the weakness, probably looking towards more measures from Beijing. ![\"\"](\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2025\/08\/image-2.png\")
<\/p>\n
U.S.\u2013Russia Talks: A Glimmer of Diplomacy<\/h4>\n
In the geopolitical arena, reports confirmed that U.S. and Russian officials engaged in direct discussions over Ukraine. President Trump signalled openness to exploring a negotiated settlement, although no concrete outcomes were announced.<\/p>\n
Markets, however, seized on the development as a tentative positive. European equities rallied modestly, with investors hoping that any step toward easing conflict could reduce energy and security risk premiums. Monday’s meeting with Ukraine’s President should be another step towards a three-way meeting that should pave way for a roadmap to a permanent peace in Ukraine.<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
The past week brought three developments that matter greatly to global investors: fresh U.S. inflation data that challenges expectations for monetary easing, a set of weak July figures from China that highlight ongoing fragility in the world\u2019s second-largest economy, and renewed diplomatic engagement between Washington and Moscow over Ukraine. U.S. Inflation: The Fed\u2019s Job Isn\u2019t […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-534","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\n