... Asia (especially the high-tech sectors of Southeast Asia) are vulnerable to a possible intensification of the trade war in the second half of the year. Additionally, in Japan, domestic politics have taken the spotlight: ahead of elections for the upper house of parliament (set to take place on Sunday), the ruling coalition risks losing its stable majority. This political uncertainty, coupled with persistently low inflation (~3% in Tokyo against a target of 2%), is causing the yen to remain under pressure,...

... – What Investors Should Focus on on July 29, 2025 The day promises to be busy with both macro and microeconomic events. In the morning, markets will respond to the inflation expectation data from Europe and U.S. economic indicators (trade balance, housing market, consumer sentiment). These indicators set the overall tone; for instance, above-expected inflation expectations or strong employment data may fuel discussions about further central bank policies, potentially influencing investor sentiment....