Show Notes – Daily Briefing (Sept 9, 2025)FXUSD steady ahead of BLS revisions, PPI, CPI later this week.EUR firmer despite Bayrou’s failed confidence vote; Macron to name new PM.JPY weak below 148 after Ishiba’s resignation; GDP revision supported sentiment.GBP holding 1.35, limited catalysts until UK GDP.AUD & NZD firmer on CNY fix, gains capped by weak Aussie consumer data.Trade & TariffsUS–China talks stalled; fentanyl issue unresolved.Japan: US auto tariffs to be cut by Sept 16; broader deal unresolved.South Korea resumes tariff talks, warns on capital market impacts.US FCC moves to revoke recognition of 7 Chinese test labs.CommoditiesOPEC+ confirms 137k bpd October hike; Saudi Arabia lowers OSPs.Gold at record highs above $3,600/oz; strong central bank buying (PBoC).Copper rangebound; China trade data weighs.GeopoliticsMiddle East: Israel preps Gaza ground manoeuvre; UK pledges Palestinian state recognition; Iran-IAEA talks possible.Russia–Ukraine: Kyiv faces air defense shortages; Russian strikes hit govt building; EU & US planning fresh sanctions.North Korea: Solid-fuel missile engine test; Xi congratulates Kim, pledges closer cooperation.UK/EU: Reeves to prioritise inflation; UK consumer spending slows.

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