🌅 Morning Update | 17.06.2025
🇯🇵 BoJ: No Surprises
The Bank of Japan kept its short-term rate at 0.50% (8–1 vote) and announced a plan to reduce JGB purchases:
🔹 –¥400B per quarter until Q1 2026
🔹 –¥200B per quarter until Q1 2027
The BoJ highlighted slow inflation and downside risks, hinting there’s no rush for more hikes. 🇯🇵💴
📊 USD/JPY stable around 144.630.
🇺🇸 Trump & G7 Drama
Trump denied leaving the G7 because of the Iran–Israel ceasefire, calling the real reason “much more important” (no details yet). His sudden exit briefly hit risk sentiment:
⚡ Oil up, gold spiked, S&P futures dropped.
Later tweets reassured no strike on Tehran, calming the markets.
🕊️ Nuclear Talks Back on the Table?
Trump now proposes new nuclear deal talks with Iran and a ceasefire — confirmed by multiple sources.
G7 leaders stressed:
✔️ Iran must never have nuclear weapons
✔️ Israel has the right to self-defence
✔️ De-escalation is needed
✔️ Energy market impact will be watched closely.
🇨🇳 US–China & EU–China Updates
🇺🇸 The US prepared tougher export bans on semiconductors if London trade talks failed — but talks ended well, so no new bans for now.
🇪🇺 Meanwhile, the EU refuses to continue negotiations with China, signalling growing mistrust ahead of next month’s EU–China summit.
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- AKHIR -