Daily European Opening Briefing – September 10, 2025:GeopoliticsPoland reports unprecedented Russian drone incursions into its airspace during attacks on Ukraine; drones shot down, airports temporarily closed.France: President Macron appoints Sebastien Lecornu as new Prime Minister after Bayrou’s failed confidence vote.Middle East: Israel struck Hamas officials in Qatar; Doha condemns strike as treachery, Algeria requests UN Security Council meeting. Hamas says leaders survived, though several members were killed.Iran and IAEA report progress on resuming inspections; Tehran warns commitments void if hostile actions taken.North Korea tests solid-fuel missile engine; China’s Xi congratulates Kim and reaffirms close ties.Trade & TariffsTrump urges EU to impose 100% tariffs on China and India to pressure Russia; US prepared to mirror measures.India and US push forward trade talks, with Modi calling negotiations a path to “limitless potential.”US Supreme Court to fast-track Trump administration’s tariff appeal; Treasury Secretary Bessent confident tariffs will be upheld.Forex / FXDollar steadies ahead of US PPI and CPI.Euro dips below 1.17, pressured by Polish drone incident.Yen firm as BoJ still sees scope to hike this year despite political turbulence.Sterling holds near 1.36 with focus on UK data later in the week.Antipodeans supported by firmer PBoC fix but capped by weak Chinese CPI.CommoditiesCrude oil higher on Middle East tensions and Poland drone violation.US private inventories: crude +1.3mln bbls vs. exp. -1.0mln.Gold rebounds, trading near record highs.Copper edges higher with broader risk tone.

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