Show Notes – Market & News Briefing (29 Aug 2025)Today’s episode covers the latest across FX, commodities, trade, and geopolitics:FX: Dollar choppy ahead of PCE. Fed’s Waller backs 25bps cut in September with further easing likely in 3–6 months. Euro eases after weak German retail sales and soft French CPI. Sterling slips below 1.3500 on political reshuffle talk and windfall tax proposals. Yen directionless after mixed Japan data; antipodeans supported by stronger PBoC yuan fix.Commodities: Oil consolidates after recent gains, Brent ~$68, WTI ~$64. Gold pulls back from $3,400 highs as markets await PCE. Copper remains firm on Chinese liquidity support.Trade & Tariffs: Canada doubtful Trump will drop tariffs. Brazil–Mexico trade deal targeted for Aug 2026. Japan preparing further U.S. trade talks. India seeks new export markets, looks to Australia, and boosts domestic demand. China shifts soybean purchases to Argentina and Uruguay, avoiding new U.S. Q4 bookings.Geopolitics: Iran rejects EU “snapback” sanctions and signals willingness to negotiate if partners act in good faith. Russia and China dismiss legal basis for EU action at the UN. European leaders weigh a buffer zone in Ukraine, though Kyiv unlikely to accept concessions. Russia warns Western security proposals risk greater conflict. Venezuela protests U.S. naval buildup, Maduro claims support from China, Russia, and India.Stay tuned for how these developments shape market sentiment into the weekend.

Ver todos los episodios