Show Notes – Market & News Briefing (1 Sept 2025)Today’s update covers FX, commodities, trade, and geopolitics:FX: Dollar softer on U.S. holiday; Fed’s Daly signals recalibration soon as tariffs lift prices and labor slows. Euro above 1.1700 despite ECB inflation concerns. Sterling holds 1.3500 amid UK fiscal debate. Yen indecisive as Japan postpones U.S. trade trip. Antipodeans supported by firmer PBoC yuan fix.Commodities: Oil eases with Brent ~$68 and WTI ~$64. EU gas storage surpasses 70% target early. Gold steady above $3,400; silver breaks $40/oz for first time since 2011. Copper trades cautiously on trade uncertainty.Trade & Tariffs: U.S. appeals court says most Trump tariffs illegal but keeps them in place pending appeals. White House vows to defend them. Washington revokes chip equipment waivers for Intel, Samsung, and SK Hynix in China. China’s negotiator Li Chenggang met U.S. officials, stressing cooperation. Beijing increases soybean imports from Argentina and Uruguay, avoiding new U.S. purchases.Geopolitics – Middle East: Israel confirms strikes targeting Hamas spokesman; Gaza sees heavy raids. Houthis say senior officials killed, vow retaliation, and detain UN staff. Maritime incident reported near Saudi Arabia. Iran warns U.S. and Israel seek to divide the country.Geopolitics – Russia/Ukraine: Ukraine hits Russian refineries; Moscow steps up drone and missile attacks. Russia claims progress in Luhansk and Kherson, pushing buffer zones along the border. EU President von der Leyen outlines roadmap for troop deployment and financing Ukraine’s forces. U.S. approves Patriot and Starlink support. Germany warns war may drag on; EU prepares new sanctions.Other Global Moves: Xi Jinping urges deeper SCO cooperation with India, Turkey, and Armenia. Venezuela denounces U.S. naval buildup, Maduro says Caracas backed by China, Russia, and India.Key focus: U.S. labor data due later this week and ongoing trade and geopolitical tensions shaping FX and commodities.

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