Show Notes – Daily European Opening Briefing (8 Sept 2025)FX:USD steady after weak NFP; markets fully price a September Fed cut.EUR flat ahead of France’s no-confidence vote.GBP steady near 1.35, UK GDP due Friday.JPY weaker above 148 after PM Ishiba’s resignation despite stronger Q2 GDP.AUD/NZD muted after soft Chinese trade data.PBoC fixes USD/CNY at 7.1029, signals stability.Trade & Tariffs:US-China talks stall over fentanyl; little progress toward a deal.Trump threatens Section 301 action over EU tech fines.US directs Japan’s $550bn investment into US projects; auto tariffs set to fall within 2 weeks.Japan negotiator says key MFN issues unresolved for pharma & chips.Mexico, EU watching US tariff threats closely.Commodities:OPEC+ to raise output by 137k bpd in October; Saudi Arabia pushing faster hikes.Russia claims full compliance; Iraq signs energy MOUs with Oman and engages ExxonMobil.Italy: no coal shutdowns in 2025; EU gas storage levels comfortable.Gold steady >$3,540/oz, buoyed by Fed cut bets & PBoC gold buying.Copper capped by weak China trade data.Geopolitics:Middle East: Trump warns Hamas “last chance” for a hostage deal; Israel says Gaza war ends if hostages freed. Houthis strike Israel’s Ramon Airport with drones.Ukraine War: Russia launches 800+ drones/missiles; Ukraine hits Druzhba pipeline; Kyiv govt HQ damaged. Trump promises new sanctions, says war will be settled soon. EU & US discuss next sanctions package.Turkey: Police block opposition HQ in Istanbul after leadership ruling.Asia: PM Ishiba resigns; Japan sets Oct 4 LDP leadership election. North Korea’s Kim meets Xi, pledges strategic cooperation.

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