Show Notes – European Opening Briefing (11 Sept 2025)Trade & Tariffs:EU unlikely to impose sweeping tariffs on India or China despite US pressure.South Korea expects rational conclusion to US trade talks; industry minister traveling to US for follow-up negotiations.President Trump halted deportation of Korean battery plant workers to allow training of Americans.Mexico raising tariffs on light vehicles and auto parts from Asia, especially China, to 50%.FX:USD steady ahead of US CPI; EUR below 1.17 with focus on ECB decision.GBP flat after weak UK housing survey; JPY consolidating after mixed Japanese data and BoJ hike speculation.PBoC set yuan fix stronger than expected; antipodeans remain rangebound.Commodities:Oil holds recent gains, awaiting IEA & OPEC monthly reports.Gold consolidating near record highs before US CPI.Copper eased from recent peak in line with mixed risk sentiment.Geopolitics:Israel’s Netanyahu threatened Qatar and Turkey; Doha condemns, reassessing mediation role.US approved $14.2M military aid package to Lebanon to counter Hezbollah.Ukraine calls for joint European air-defense shield after Russian strikes and Polish airspace violations.EU pledges significantly tougher sanctions on Russia; UN Security Council to meet Friday.Philippines protests China’s creation of a nature reserve near Scarborough Shoal, demands withdrawal.

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