Global Markets mein Hulchul: Ek Nazar
Duniya bhar ke markets mein thoda tension ka mahaul hai. Investors US ke saath trade deals par nazar jamaye hue hain. President Donald Trump ne July 9 tak ka time diya hai, aur sabki nigahein is deadline par tiki hain. Dekhte hain, isse market mein kya changes aate hain.
Kya Chal Raha Hai?
Japan, Australia, aur South Korea ke indexes mein halki si giraawat dekhi gayi. Trump administration ne Aug 1 se higher levies lagane ka signal diya hai. Kuch countries ko negotiate karne ke liye extra time mil sakta hai. Oil ki prices bhi thodi down hui hain, lagbhag 1.1% girkar $67.57 per barrel par aa gayi, kyunki OPEC+ ne production badhane ka decision liya hai. Treasury markets steady hain, July 4 ki holiday ke baad cash trading phir se shuru ho gayi hai.
Trade Negotiations ka Impact
Investors trade negotiations ke results par focus kar rahe hain. April mein Trump ne sweeping levies announce kiye the, jiske baad markets mein ekdum se uthal-puthal mach gayi thi. Phir unhone countries ko negotiate karne ke liye 90 din ka pause diya. Ab major US trading partners weekend par deals secure karne mein lage rahe.
Expert ki Raay
Sydney mein IG ke analyst Tony Sycamore ne kaha, “Yeh July 9 ki reciprocal tariff expiry deadline ko lekar uncertainty ka reflection hai.” Unka kehna hai ki agar tariff rate 10%-15% tak rehta hai, toh traders ko welcome lagega. Lekin agar rate 20% se zyada hua toh markets mein badi halchal ho sakti hai.
US Commerce Secretary ka Kehna
US Commerce Secretary Howard Lutnick ne kaha ki country-by-country tariffs Aug 1 se effect mein aayenge. Negotiations abhi bhi jaari hain, aur European leaders carmakers ke liye tariff relief ki maang kar rahe hain, taki US investments badh sake.
Treasury Secretary ka Statement
Treasury Secretary Scott Bessent ne indicate kiya hai ki kuch countries ko negotiate karne ke liye three-week extension mil sakta hai.
China ka Response
China ne EU based companies ke liye medical-device procurement par reciprocal curbs lagane ki baat kahi hai. Isse China aur EU ke beech tensions badh sakte hain, especially jab Beijing US ke saath ties strong karne ki koshish kar raha hai.
Oil Market ka Scene
OPEC+ ke oil supply badhane ke decision se prices par pressure badh sakta hai. JPMorgan Chase & Co. aur Goldman Sachs Group Inc. jaise firms anticipate kar rahe hain ki prices fourth quarter mein $60 per barrel tak gir sakte hain.
Analyst ki Ray
UBS AG ke analyst Giovanni Staunovo ne kaha, “Filhaal, oil market tight hai, toh additional barrels absorb ho sakte hain. Lekin trade tensions jaise risks badh rahe hain, jisse market kam tight lag sakta hai aane wale 6-12 months mein, aur prices neeche jaa sakte hain.”
Markets mein Kya Ho Raha Hai: Ek Snapshot
* Hang Seng futures mein halka change
* Japan’s Topix 0.2% se gira
* Australia’s S&P/ASX 200 mein halka change
Currencies ka Haal
* Bloomberg Dollar Spot Index mein halka change
* Euro $1.1784 par steady
* Japanese yen $144.45 per dollar par steady
* Offshore yuan $7.1652 per dollar par steady
Cryptocurrencies Update
* Bitcoin 0.3% badhkar $109,061.33 par
* Ether 0.8% badhkar $2,566.44 par
Bonds Market
* 10-year Treasuries yield 4.33% par
* Japan’s 10-year yield 1.430% par
* Australia’s 10-year yield 4.18% par
Commodities Prices
* West Texas Intermediate crude 2% girkar $65.63 per barrel
* Spot gold 0.4% girkar $3,323.21 per ounce
