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Trump's tariffs may be illegal, and non-farm interest rate cuts will be confirmed this week

Post time: 2025-09-01 views

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Hello everyone, today XM Foreign Exchange will bring you "[XM Group]: Trump's tariffs may be illegal, and non-agricultural interest rate cuts will be confirmed this week." Hope it will be helpful to you! The original content is as follows:

On September 1, despite the market environment avoiding risks, the US dollar index was on the defensive trend at the beginning of the new week and month, continuing its bearish momentum.

China's private-sector manufacturing activity unexpectedly resumed expansion in August, with a reading of 50.5, but last week's trade quagmire and tech stock sell-offs in Wall Street stock index offset optimism.

Japanese stock market followed Wall Street's decline, causing the benchmark Nikkei 225 to fall 2% on the day. China's index is mixed.

On Friday, a U.S. court ruled that the global tariffs unilaterally imposed by President Donald Trump were basically illegal. However, U.S. Trade Representative Jamison Greer said in an interview with Fox News on Sunday that the Trump administration may continue to negotiate with its trading partners despite a U.S. court ruling Friday.

The dollar also bears the brunt of the increase in dovish expectations surrounding the Federal Reserve (Fed).

On Friday, the Fed's preferred inflation indicator, the U.S. Core Personal Consumption Expenditure (PCE) price index, consistent with expectations, reaffirming its bet on a rate cut this month.

According to CME’s FedWatch tool, the market now believes the possibility of the Fed cutting interest rates this month is about 90%.

Everyone's eyes will be focused on a range of U.S. jobs data, including Friday's key non-farm jobs data (NFP), which will be closely watched on the scope and timing of the Fed's future rate cuts.

Basic foreign exchange market trends:

Euro/USD strengthened above 1.1700 in the early European session, while GBP/USD also rose above 1.3500.

Australia dollar/USThe dollar fluctuated narrowly below 0.6550, while the US dollar/Canada also fluctuated around 1.3750, as the dollar generally weakened and oil prices fell.

However, the New Zealand dollar/USD has risen against the trend and is currently slightly rising around 0.5900.

The USD/JPY once again tried to break through 147.00, but the seller quickly stepped in and dragged it back below the level, which is currently swinging. The Japanese Yen (JPY) has attracted safe-haven demand amid a sell-off in Japan's stock market.

Market fundamentals:

In terms of www.barborka.infomodities, gold benefited from weakening the dollar and expectations of interest rate cuts, up 2.2% last week and rose 1% on Monday to $3,481, a four-month high.

Oil prices are under pressure as OPEC plans to increase production in the www.barborka.infoing months: Brent crude fell 0.4% to $67.21 a barrel, while U.S. crude fell 0.4% to $63.78.

Analysis of major currency trends:

Euro: Euro/USD strengthened today, but it was still below the 1.1741 resistance level. At this time, the intraday bias remains neutral. The overall outlook has not changed, the correction decline from 1.1829 should have been www.barborka.infopleted, with three waves falling to 1.1390. On the plus side, above 1.1741 will first retest the 1.1829 high. A firm breakthrough to this level will restore a larger upward trend. However, a continued breakthrough of 1.1573 will weaken this view and indicate that the correction pattern from 1.1829 is extending and falling again to 1.1390.

Trumps tariffs may be illegal, and non-farm interest rate cuts will be confirmed this week(图1)

Pound: The intraday bias of pound/dollar remains neutral for the time being. With the 1.3389 support level intact, further rebound is advantageous. On the upside, above 1.3594 will resume the rebound from 1.3140 and retest the 1.3787 high. However, on the downward side, breaking through the 1.3389 support level will continue the correction pattern of 1.3787 and fall again, with the target of 1.3140 support level.

Trumps tariffs may be illegal, and non-farm interest rate cuts will be confirmed this week(图2)

Yen: The intraday bias of the US dollar/yen is currently neutral. On the downward trend, a firm breakthrough of 146.20 will resume the decline of 150.90. More importantly, this also shows that the rebound from 139.87 has been www.barborka.infopleted as a correction trend to 150.90. A further decline is expected to be reached to 142.66 support level for confirmation. On the plus side, breaking through 148.76 will rise again, retesting 150.90.

Trumps tariffs may be illegal, and non-farm interest rate cuts will be confirmed this week(图3)

The above content is about "【XM Group】: SpecialTrump's tariffs may be illegal, and this week, non-agricultural interest rate cuts are confirmed in September" is carefully www.barborka.infopiled and edited by the editor of XM Forex. I hope it will be helpful to your transaction! Thanks for your support!

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