Show Notes – Market & News Briefing (19 Sept 2025)Overview: Today’s briefing covers the latest developments in FX, commodities, trade policy, and geopolitics — all the key drivers shaping global markets as Europe opens.Topics Covered:FX & Central Banks:Bank of Japan keeps rates steady at 0.50% but surprises markets with plans to sell ETF and J-REIT holdings.USD holds firm after strong US data; EUR/USD and GBP/USD remain under pressure.Antipodeans subdued, PBoC sets USD/CNY slightly firmer.Commodities:Oil steady after choppy trading; Trump calls for lower oil prices and highlights North Sea reserves.EU reportedly preparing to accelerate its phase-out of Russian LNG imports.Gold edges higher, copper trades near weekly lows on mixed risk sentiment.Trade & Tariffs:US House Committee urges reciprocal measures against China’s critical mineral supply chain restrictions.Mexico and Canada reaffirm commitment to USMCA and announce new bilateral security dialogue.Geopolitics:Israeli military warns of new attacks on southern Lebanon; EU debates sanctions over Israel’s actions in Gaza.Macron signals UN sanctions on Iran are likely to snap back.Trump signals no immediate push for a Russia-Ukraine ceasefire and criticizes NATO’s Russian oil purchases.Why It Matters: Today’s developments highlight the intersection of monetary policy surprises, commodity market shifts, and geopolitics — all key drivers for FX volatility and trade-sensitive assets.Call to Action: Stay tuned for intraday updates and analysis as these themes evolve.

Ver todos los episodios