Show Notes – Daily US Opening Briefing (Sept 5, 2025)Tariffs & TradeTrump to impose “substantial” chip tariffs soon; Apple and others spared.US to renegotiate North American trade deal with Canada and Mexico.US–Japan trade deal implemented: 15% baseline tariff on most imports, 75% increase in US rice purchases, USD 550bn investment package.Japan says auto tariff reductions take effect within two weeks; PM Ishiba calls deal meaningful but regrets tariffs.Mexico mulling tariffs on imports from non-partner countries, including China.Ecuador advancing trade talks with the US.Anthropic halts AI sales to Chinese-owned groups and US adversaries to avoid military use.FXUSD softer ahead of August jobs report after weak labor data.EUR regains ground above 1.16 despite looming French political risk.GBP firmer after retail sales beat, though revisions tempered impact.JPY stronger on fastest wage growth in seven months and first positive real earnings since January.AUD/NZD post modest gains on constructive sentiment.CAD edges higher ahead of both US and Canadian jobs data.CommoditiesOil steady before OPEC+ meeting; Novak says no talks yet on production hikes.OPEC+ output rose 360k bpd in August.Rosneft expanding oil exports to China via Kazakhstan; Power of Siberia pipeline capacity increase underway.Gold holds firm around USD 3,550/oz ahead of NFP.Copper prices edge higher on positive Asia and Europe risk tone.GeopoliticsTrump says he will speak with Putin soon and “get the war in Ukraine settled.”Kremlin says top-level talks possible but more groundwork needed; rejects foreign troop guarantees for Ukraine.EU insists Russian energy imports will not return even if peace deal reached.Venezuelan jets flew near a US Navy vessel in international waters.North Korea’s Kim met Xi in Beijing, pledged deeper cooperation and support for China.US, Japan, South Korea to hold joint air, naval, and cyber defense exercises later this month.US and Taiwanese defense officials held secret talks in Alaska.

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