Show Notes – Market & News Briefing (28 Aug 2025)Today’s episode covers the latest developments across FX, commodities, trade, and geopolitics:FX: Dollar index steady in tight ranges ahead of U.S. GDP/PCE data. Euro steady amid French budget updates; yen rangebound as BoJ policy tone unchanged; sterling drifting around 50DMA; antipodeans firmer on stronger PBoC yuan fix and NZ swap extension.Commodities: Oil choppy as WTI holds ~$63.50–64, Brent ~$67.50. Geopolitical headlines (Russian missile strike on EU mission in Kyiv, potential EU “snapback” against Iran) briefly lift crude. Gold tests $3,400 amid safe-haven demand; copper and base metals mixed. Druzhba pipeline restarts, resuming flows to Hungary and Slovakia.Geopolitics: Russia-Ukraine conflict escalates with overnight drone and missile attacks; EU mission HQ in Kyiv damaged. Israel confirms ground operations in Syria near Damascus. Ukrainian drone strike ignites fire at Russian Afipsky oil refinery.Trade & Tariffs: China’s top negotiator to visit Washington for U.S. talks. Macron urges EU retaliation against U.S. digital sector. Mexico plans tariff hikes on Chinese imports. India extends cotton import duty exemption. Japan delays U.S. trade trip.

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