Show Notes – Daily US Opening News (September 9, 2025)FXUSD softer ahead of key inflation data; markets remain focused on Friday’s weak NFP.EUR steady despite French PM Bayrou’s confidence vote defeat; Macron to appoint a new PM soon.GBP holds near 1.35, with focus on upcoming UK GDP data.JPY surged after BoJ sources suggested rate hikes are still possible this year, with some officials pointing to October.AUD and NZD supported by firmer PBoC fix, but gains capped by weak Australian consumer sentiment.Trade & TariffsJapan: US tariffs on Japanese autos to be reduced by Sept 16, though wider trade deal unresolved.South Korea–US tariff talks resuming, but progress slowed by concerns over capital market impacts of a $350bn package.US FCC moves to revoke recognition of seven Chinese test labs on national security grounds.China’s MIIT pledges accelerated breakthroughs in high-performance chip technology.CommoditiesCrude oil higher after OPEC+ confirmed a 137k bpd increase for October; Saudi Arabia lowered official selling prices to Asia and Europe.Gold hit fresh record highs above $3,600/oz, supported by a weaker USD, safe-haven flows, and ongoing PBoC buying.Copper and base metals rangebound as markets digest soft Chinese trade data and await fresh catalysts.GeopoliticsMiddle East: Israel strikes Syria near Homs, Palmyra, Latakia; Netanyahu warns Gaza residents to evacuate.Ukraine: Facing shortage of air defence weapons after US review delays; Russia continues strikes on Kyiv; EU and US discuss further sanctions.North Korea: Tested solid-fuel missile engine; Kim calls it key step in nuclear program. Xi reaffirms China-North Korea strategic ties.

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