Show Notes – Daily Market & News Briefing (11 September 2025)FX:DXY firm near 98 ahead of August US CPI; consensus sees 0.3% core M/M.EUR/USD below 1.17, focus on ECB decision (expected hold at 2%).USD/JPY near 148.00 as political risk lingers, BoJ outlook in focus.GBP/USD holding above 1.35; UK macro drivers light.Antipodeans marginally softer; PBoC sets stronger-than-expected USD/CNY fix.Commodities:Crude consolidating gains after geopolitical risk bid; IEA raises 2025 oil demand growth forecast to 740k bpd.Saudi Aramco requests buyers lift more October oil.Gold consolidating below $3,650/oz after recent record highs.Copper eases back from $10k/t as risk appetite cools into CPI/ECB.Trade & Policy:South Korea’s President Lee expects rational conclusion to US trade talks; Industry Minister traveling to US today.Trump halts deportation of Korean battery-plant workers, offers stay option to train Americans.Mexico raising tariffs on cars/auto parts from Asia, especially China, from 20% → 50%.Geopolitics:Middle East: Qatar condemns Netanyahu’s threats, reassesses mediation role; emergency Arab-Islamic summit set for weekend. US approves $14.2m in military aid for Lebanon to counter Hezbollah.Russia-Ukraine/Europe: UN Security Council to meet Friday over Russian drone violations of Polish airspace. Poland, Ukraine, Lithuania call incursion an “unprecedented provocation” and urge partners to boost air defense. EU vows tougher sanctions and faster Russian fossil fuel phase-out.Asia: South Korea says North Korea remains unresponsive but will keep trying to restore trust; Kim seen strengthening ties with China. Philippines protests China’s designation of nature reserve near Scarborough Shoal, demands withdrawal.

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