Market Pulse: June 9 – June 13, 2025 Asian markets kicked off the week of June 9, 2025, on a positive note, buoyed by optimism surrounding Sino-U.S. trade talks and anticipation for key Chinese economic data. Regional markets drew strength from a robust Wall Street performance, which neared record highs following strong U.S. nonfarm payrolls data, signaling economic resilience. Investors were particularly focused on the potential de-escalation of U.S.-China trade tensions after both nations agreed to temporary tariff reductions in May. However, gains were tempered by caution, as markets awaited concrete outcomes from the ongoing negotiations and scrutinized China’s manufacturing and export figures, which have shown strain from prior tariff pressures.

Looking ahead to the rest of the week, market sentiment is likely to hinge on developments in U.S.-China trade discussions and incoming economic indicators. Investors are holding out for a more permanent trade deal, with recent data underscoring the toll of tariffs on China’s manufacturing sector. Meanwhile, broader Asian markets may remain rangebound, with Japan’s performance potentially bolstered by expectations of sustained low interest rates from the Bank of Japan amid weak consumer spending. Global cues, including U.S. inflation data and Federal Reserve commentary, will also play a critical role in shaping market direction, as traders assess the balance between economic growth and inflationary risks stemming from trade policies.

09/06/2025