🌏 Morning Update (22.08.2025)
📈 Asia-Pacific equities are mixed today:
🇯🇵 JP225 -0.25% | 🇦🇺 AU200 -0.35%
🇨🇳 Chinese indices +0.20% to +0.95%
💱 FX market:
💵 USD and 🇦🇺 AUD are both gaining.
⚡ AUD supported by improved sentiment.
⚡ USD backed by strong PMI data.
Markets stay cautious ahead of Powell’s Jackson Hole speech.
🏦 Fed Watch:
Probability of a September cut reduced to 73.3% 📉
Goldman Sachs still expects 3 cuts starting September
Boston Fed’s Collins 🗣 open to a cut, warning tariffs hurt consumers.
Chicago Fed’s Goolsbee: meeting remains “open,” stagflation risks rising.
🤖 Corporate News:
Nvidia’s CEO 🙏 regulators for approving H20 chip exports to China.
✅ Chips pose no security threat.
📅 Nvidia to host its first-ever GTC conference in Washington – closer U.S. ties in AI confirmed.
🇯🇵 Japan Data:
Core CPI: 3.1% y/y (forecast 3.0%)
Headline inflation slowed to 3.1% (from 3.3%) → gradual disinflation confirmed.
⚡ Stay alert – Powell’s words at Jackson Hole could set the market’s next big move! 🚀
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