Investor Index 8.8.25
Dollar steadies after tumble as investors eye imminent Fed cuts
A battered U.S. dollar recovered slightly on Monday, August 4, after tumbling in response to a disappointing July jobs report and a shockwave of political developments that heightened expectations for imminent Federal Reserve rate cuts. The U.S. jobs data fell well short of forecasts, and previous months’ figures were revised down by a hefty 258,000 jobs. That same day, President Trump dismissed Bureau of Labor Statistics Commissioner Erika McEntarfer, accusing her of falsifying the numbers, while Fed Governor Adriana Kugler abruptly resigned—raising concerns about political interference in Fed policy. Markets reacted by significantly ramping up expectations for a September rate cut, sending Treasury yields lower and sending the dollar sliding about 2% against the yen and 1.5% against the euro, though it managed a modest rebound thereafter.
Full Article: https://www.cnbc.com/2025/08/04/dollar-steadies-after-tumble-as-investors-eye-imminent-fed-cuts.html
10-year Treasury yield is little changed as investors weigh the state of the U.S. economy
On August 4, 2025, U.S. Treasury yields—particularly the 10-year bond—edged higher as investors assessed growing concerns about the strength of the U.S. economy. This movement suggests a cautious sentiment amid mixed signals in economic data. While worries about the economy’s trajectory weighed on sentiment, the yield rise also reflects hedging and technical trading behavior, as highlighted elsewhere.
Full Article: https://www.cnbc.com/2025/08/04/us-treasury-yields-investors-weigh-the-state-of-the-us-economy.html
Vancouver mayor warns costly delays if I-5 bridge construction doesn't start on time
On August 7, 2025, Vancouver Mayor Anne McEnerny-Ogle issued a stark warning: if construction on the Interstate 5 Bridge doesn’t begin by 2027, the project risks missing the seasonal window for salmon migration, potentially causing a significant one-year delay. She emphasized that each day of delay could cost as much as $1 million, amounting to $365 million over a year-long stall. The Interstate Bridge Replacement (IBR) program is currently navigating through critical milestones—it expects to finalise its Final Supplemental Environmental Impact Statement (SEIS) and secure an amended Record of Decision (ROD) in early 2026. These approvals are necessary from federal environmental review processes to move into construction. If all goes as planned, construction is expected to commence in 2026, and it's anticipated to take five to seven years to complete.