Trouble in the markets of Asia and the high returns of US bonds

Asian stock performance varies, while Gold has jumped to a new record, with customers ready to lower US interest rates early this month. Indicators in Japan and South Korea have risen to compensate for the losses of Monday session, while stock exchanges fell in China and Hong Kong. The oil moved slightly with the expected+ meeting of the weekend. On the other hand, the Japanese yen fell 0.3% against the dollar after the speech of the Deputy Governor of the Bank of Japan, Ryuzo Hemino, who did not give clear references about monetary policy trends. The price of gold jumped to more than $ 3500 a ounce before cutting it from its profits. The yields of the US Treasury were also a greater decline in the return of trade after the labor day, as the return on bonds for two years rose, one basis point to 3.63%, while the mortgage for ten years of returns increased by two points to 4.25%. In Japan, futures for bonds have risen for ten years before an expected auction on this merit Tuesday. This movement comes because the rise of US shares is facing an important test this month, after a wave of sale in technology shares last Friday, as jobs and inflation data are issued within the next three weeks. Commercial tensions and concerns about the independence of the Federal Reserve worsened in September, which is historically the worst month of US markets. “With the increasing risk of reducing US interest, we take note of the transfer of funds from the dollar to global markets. These expectations provide a catalyst for sensitive sectors such as real estate and periodic stocks,” says Kazuhiro Sasaki, head of research at Phillip Securities Japan. Gold attracts attention amid Trump’s federal attacks and expects US data that focus on the interest of traders in the markets on Gold, traditional safe haven in times of political and economic turmoil, which usually benefits from the environment with a low interest rate. This year, the yellow metal received extra support with investors who want to protect against the fluctuations of markets due to the global trade war led by US President Donald Trump. The price of gold is for the first time more than $ 3,500 by supporting the rate of reduction of interest. Trump’s attack on the Federal Reserve has become an additional concern, as concerns about the independence of the central bank have increased, threatening to undermine confidence in the US economy. Meanwhile, investors are monitoring the Chicago Exchange Index, which is resolved at 16.12 points, near the lowest closing level in 2025 of 14.22 points. “The investor’s bets intensively at new low levels of volatility, at a time when VIX reached the same bottom and markets that rose from low April levels to historic peaks should be read with caution.” It comes in a decisive time for the markets with a series of incentives that start on Friday with the release of the monthly US job report, followed by a consumer price index report on September 11, and then the federal resolution on September 17. Bath contracts indicate the possibility of about 90% to reduce interest on the next meeting. “The obstacle to delay in reducing interest on September 17 seems to be high, but with the price of the markets more than 140 basis points of facilitation by the end of 2026, it expects a level of facilitation that we have not seen since the 1980s except in stagnation.” In a separate development, Trump said India offered to lower its customs duties after Washington imposed 50% fees last week as a punishment for the purchases of Russian oil. In Indonesia, the shares rose on Tuesday after the Finance Minister promised to improve government policy, in a step that investors considered a calm of political tensions.