Show Notes – Daily US Opening Briefing (Sept 4, 2025)Tariffs & TradeChina imposed anti-dumping duties on certain US optical fibers, effective today.Japan–US in final talks to cut tariffs on Japanese auto imports; deal could take effect within 10–14 days.Joint statement and MoU on Japan’s investment package expected.FXUSD modestly firmer ahead of ADP, ISM, and jobless claims.EUR steady but below 1.17 after soft EU retail sales.JPY pressured but supported by auto tariff talks; USD/JPY back above 148.GBP slightly firmer after BoE reaffirmed cautious stance on easing.AUD and NZD softer despite strong Australian trade surplus.CommoditiesOil subdued before OPEC+ meeting; Novak said no current talks on raising output.Reports suggest possible phased unwinding of production cuts with minimal impact.Rosneft signed deal to supply 2.5m tons of oil to China via Kazakhstan; Power of Siberia pipeline expansion underway.Gold eased after record highs; copper and base metals weaker on soft Chinese sentiment.GeopoliticsIsrael struck Hezbollah targets in southern Lebanon; Gaza operation could last up to a year.Trump pledged continued US troop presence in Poland and hinted at new phases of Russian oil sanctions.Russia rejected Ukraine security guarantees, denied involvement in Von der Leyen’s plane incident.Putin met Kim Jong Un in Beijing; leaders reaffirmed strong ties and cooperation.Zelensky expected to meet US envoy in Paris as France and partners weigh security guarantees tied to a ceasefire.

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