Show Notes — Thu, Oct 16, 2025 FX USD mixed/softer as Fed signals rising job-market risks and a nearing end to balance-sheet runoff; data flow still disrupted by shutdown. EUR holds above 1.16 on improved French political backdrop and firmer industrial prints. GBP firmer above 1.34; Chancellor Reeves flags higher taxes on wealthier households; BoE …

Show Notes — October 16, 2025 Focus: FX, commodities, trade/tariffs, and geopolitics (no equities, fixed income, or crypto). Today’s Briefing (summary) Dollar softer on cautious Fed tone; euro steadier, sterling firmer; yen supported by BoJ hawkish hints before easing back. Gold holds above record territory; oil capped by U.S. stock builds despite …

Show Notes — October 15, 2025 Focus: FX, Commodities, Trade & Geopolitics FX The USD weakened for a second session, weighed by dovish comments from Fed Chair Jerome Powell, who cited rising downside risks to jobs and hinted that balance-sheet runoff may be nearing its end. The EUR remains firm above 1.16, supported by political stability in France …

Show Notes — October 15, 2025 Focus: FX, Commodities, Trade & Geopolitics FX USD softened after Fed Chair Powell said downside risks to jobs had increased, noting those risks justified September’s rate cut and that balance-sheet runoff may soon end. EUR/USD steady near 1.16 as French political uncertainty eased when the Socialist Party confirmed it…

Podcast Show Notes — FX, Commodities, Trade & Geopolitics FX: USD steadied after an early dip as risk appetite faded. JPY caught a haven bid on renewed U.S.–China tensions before retracing part of the move. GBP softened after a U.K. labor print showed a higher unemployment rate and easing ex-bonus pay. EUR slipped as focus stayed on French budget p…

Show Notes — Current Market & News Briefing (14 Oct 2025) Overview: A current market and news briefing focused on FX, commodities, trade, and geopolitics. Risk tone wobbles after Beijing signals fresh countermeasures while Washington’s weekend rhetoric softens. Gold holds record highs; oil steadies. FX: USD eases slightly; EUR edges higher, GBP ran…

Show notes — FX, commodities, trade & geopolitics FX USD steadies after Friday’s wobble; support from softer EUR and ebbing haven demand. JPY weaker after holiday-gap swings; Japan’s MoF reiterates vigilance against disorderly FX moves. EUR constrained as ECB’s Vujčić signals comfort with current stance; French politics still a background drag. GBP…

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Show Notes — Current Market & News Briefing (Fri, 10 Oct 2025, US Open) Focus: FX, commodities, trade/tariffs, geopolitics Excluded: Equities, fixed income (unless tied to FX), crypto FX USD: Eases after four-day climb; focus pivots to September CPI (BLS preparing release despite shutdown). JPY: Volatile—MoF flags “one-sided, rapid” FX moves; Komei…

Show Notes — Current Market & News Briefing (Fri, 10 Oct 2025, US Open) Focus: FX, commodities, trade/tariffs, geopolitics Excluded: Equities, fixed income (unless tied to FX), crypto FX USD: Firm into CPI as BLS prepares September release despite shutdown. JPY: MoF flags “one-sided, rapid” moves; vigilance for disorderly FX reiterated; USD/JPY eas…

Show Notes — Current Market & News Briefing (Thu, 9 Oct 2025, US Open) Focus: FX, commodities, trade/tariffs, geopolitics Excluded: Equities, fixed income (unless tied to FX), crypto FX USD: Extends gains; shutdown data void shifts focus to Fed speak rather than prints. JPY: USD/JPY ~153 after steady Asia; markets watch Japan’s political handover t…

Show Notes — Current Market & News Briefing (Thu, 9 Oct 2025, Europe Open) Focus: FX, commodities, trade/tariffs, geopolitics Excluded: Equities, fixed income (unless tied to FX), crypto FX USD: Firm carry from prior session. EUR: Modest rebound off ~1.16 as France signals new PM path and possible budget by year-end; uncertainty still a drag. JPY: …

Show Notes — Current Market & News Briefing (Wed, 8 Oct 2025, US Open) Focus: FX, commodities, trade/tariffs, geopolitics Excluded: Equities, fixed income (unless tied to FX), crypto FX USD: Extends run as JPY and NZD weaken. JPY: USD/JPY pressing highs after softer Japan wage data; officials reiterate vigilance on disorderly moves. NZD: Lags after…

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Show Notes — Current Market & News Briefing (Mon, 6 Oct 2025, US Open) Focus: FX, commodities, trade/tariffs, and geopolitics. Excluded: Equities, fixed income (unless tied to FX), and crypto. FX JPY: Weaker after LDP elected Sanae Takaichi as leader, signaling near-term fiscal support and patience on BoJ normalization. Advisor guidance implies tol…

Show Notes — FX, Commodities, Trade & Geopolitics Briefing Overview U.S. government shutdown continues, pausing key data (e.g., NFP) and forcing markets to lean on surveys and central-bank speeches for direction. Thinner information set is amplifying headline sensitivity across FX and commodities. FX USD: Softer tone as data blackout clouds the Fed…

Show Notes — FX, Commodities, Trade & Geopolitics Top Lines U.S. government shutdown continues; September non-farm payrolls will not be released. Markets pivot to ISM Services and central-bank remarks. U.S. President says he’s considering taxpayer rebates of $1,000–$2,000 funded by tariff revenue; separate reports point to cash support for farmers …

Show Notes — Market & News Briefing (FX, Commodities, Trade & Geopolitics) Today’s focus: Data blackout from the U.S. government shutdown shifts attention to ISM Services and central-bank remarks; OPEC+ weekend meeting in view; fresh geopolitical headlines around Ukraine and European airspace. FX USD: Sideways inside yesterday’s range as traders le…

Show Notes — FX, Commodities & Geopolitics Briefing (Oct 2, 2025) Episode summary: The U.S. government shutdown narrows the data signal and weighs on sentiment. The dollar eases for a fifth straight session as the yen firms on cautious-hawkish BOJ guidance. Gold hovers near record highs, oil softens, and copper stays supported. In trade policy, Bru…

Show Notes — FX, Commodities, Trade & Geopolitics Briefing Today’s setup U.S. government shutdown continues; Fitch says no near-term rating impact, while S&P estimates a 0.1–0.2pp hit to GDP per week. Data visibility reduced with several releases delayed. FX Dollar Index rangebound as markets gauge shutdown duration and lost data signals; euro hold…

Show Notes — FX, Commodities, Trade & Geopolitics Briefing (Oct 1, 2025) Episode summary: Washington’s government shutdown set the early tone, knocking the dollar and lifting havens while markets weighed how long key U.S. data could be delayed. The yen outperformed, gold pressed fresh highs, oil stayed heavy despite an OPEC rebuttal of supply-ramp …

Show notes — Oct 1, 2025 (FX, Commodities, Trade, Geopolitics) FX & central banks USD softened as the U.S. government shutdown begins; EUR and GBP edged higher ahead of Eurozone flash HICP; USD/JPY slipped below 148 after a mixed BoJ Tankan that didn’t force further hawkish repricing. RBA held rates with a mildly hawkish tone on inflation risks; AU…

Show notes — FX, Commodities, Trade & Geopolitics (Tue, Sept 30, 2025) FX Dollar eases; euro and sterling firmer. Yen extends a three-day bid after a hawkish-leaning BoJ Summary of Opinions; USD/JPY dipped below its 200-DMA. RBA delivers a unanimous hold with a firmer tone on inflation risks; AUD supported. PBoC sets a stronger-than-expected fix, l…

Show Notes – Market & News Briefing (30 Sept 2025) Overview: Today’s episode covers fresh FX dynamics, commodity market moves, tariff announcements from Washington, and major geopolitical shifts in Gaza and Ukraine. Topics Covered: FX & Central Banks: Dollar steady around the 98 mark, with shutdown risks and tariff headlines shaping sentiment. Euro…

Show Notes — Current Market & News Briefing (29 Sep 2025) Focus: FX, commodities, trade, and geopolitics. Backdrop: Dollar eases into a data-heavy U.S. labor week amid U.S. shutdown risk; commodities diverge as oil softens and gold prints fresh highs. FX USD: Softer, slipping below its 50-day average as focus shifts to U.S. jobs data later this wee…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Summary: A softer dollar into a data-heavy week, oil eases on potential OPEC+ quota hike and Iraq pipeline restart, gold tests record highs on policy and geopolitical risk, and trade tensions re-intensify from Washington to Brussels. FX Dollar index dips below 98 ahe…

Show notes Episode summary: We break down a dollar-friendly backdrop going into U.S. labor data, fresh U.S. tariff measures across pharmaceuticals, furniture, and heavy trucks, and the latest geopolitical flashpoints moving oil, metals, and havens. We also flag what to watch from the RBA, Eurozone prices, and BOJ releases, plus the key levels in FX…

Show notes — FX, Commodities, Trade & Geopolitics (26 Sep 2025) FX USD rally pauses ahead of U.S. PCE; EUR little changed despite ECB Survey showing higher 1-yr and 5-yr inflation expectations. USD/JPY stays firm after softer-than-expected but unchanged Tokyo CPI (2.5% y/y), keeping a test of 150 in view. GBP steadies after a choppy week; AUD/NZD b…

Show Notes — FX, Commodities, Trade & Geopolitics Briefing (26 Sep 2025) FX Dollar pauses ahead of PCE; Powell flagged headline PCE at 2.7% y/y and core at 2.9%. EUR/USD found support just below 1.1650, then edged back toward its 50-DMA near 1.1679. GBP/USD held a tight ~1.3350 range on a quiet U.K. docket. USD/JPY stayed firm after nearly 150.00; …

Show Notes — FX, Commodities, Trade & Geopolitics Briefing (25 Sep 2025) FX USD steady into a heavy U.S. data slate (durables, final Q2 GDP/PCE, claims, trade balance). EUR little changed around the mid-1.17s on a light Eurozone calendar; ECB’s Kazimir says the inflation goal is met and policy will shift only if required. GBP broadly stable near 1.…

Show Notes — Current Market & News Briefing (25 Sep 2025) Episode focus A concise, market-first rundown of FX, commodities, trade policy, and geopolitics shaping risk and cross-border flows today. FX & central banks USD: Eases after Wednesday’s jump that peaked at DXY 97.92; traders eye a heavy U.S. data slate. EUR: Tracks the dollar and gravitates…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) — 24 Sep 2025 FX & Central Banks USD (DXY): Rebounds, pushing above Tuesday’s 97.45 high as softer German data and a light U.S. docket support the bid. EUR: Weaker after German Ifo misses—Business Climate 87.7, Expectations 89.7, Current Conditions 85.7—snapping a 6-…

Show Notes – Market & News Briefing (24 Sept 2025) Overview: Today’s briefing covers the latest developments in FX, commodities, trade policy, and geopolitics — the core drivers shaping global markets as Europe opens. Topics Covered: FX & Central Banks: Dollar firmed, EUR/USD briefly dipped below 1.18, GBP steady above 1.35. USD/JPY moved toward 14…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) — 23 Sep 2025 FX & Central Banks USD (DXY): Firmer vs. Monday but range-bound; overnight low 97.19, back above Monday’s 97.29 low ahead of U.S. Flash PMIs and Fed Chair remarks. EUR: Weaker after soft French PMIs; Germany mixed (services > manufacturing). EUR/USD bac…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) — 23 Sep 2025 FX & Central Banks USD: DXY in a tight 97.198–97.374 band ahead of Eurozone/U.K./U.S. Flash PMIs and heavy Fed speak. EUR: EUR/USD hovered around 1.1800; resistance flagged at last Thursday’s 1.1848 peak. GBP: Narrow range into U.K. PMIs; BoE’s Huw Pill…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) — 22 Sep 2025 FX & Central Banks USD: DXY briefly touched 97.82 (above Friday’s 97.80) before easing; heavy Fed-speak slate today (Williams, Musalem, Hammack, Barkin) plus Governor Miran’s dissent speech release. EUR: EUR/USD recovered above 1.1750 after testing Frid…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) — 22 Sep 2025 FX & Central Banks USD: DXY held in a 97.70–97.825 range ahead of this week’s U.S. PCE and a heavy slate of Fed speakers. EUR: EUR/USD hovered around Friday’s lows at 1.1728; ECB’s Šimkus said a December rate cut is needed to safely reach 2% inflation. …

Show Notes: “Dollar Rebound, Fragile PMIs, and a Cautious Fed — What Matters for FX This Week” Episode summary This episode unpacks how a less-dovish-than-priced FOMC set off a broad dollar rebound and what that means for G7 FX and gold in the week ahead. We break down the dots, Powell’s “insurance cut” framing, and why upgraded growth and firmer i…

Show Notes – September 19th, 2025 Focus: FX, Commodities, Trade & Geopolitics 00:00 – Intro Overview of today’s market briefing: FX momentum, commodity price action, key trade updates, and geopolitical headlines. 00:40 – FX Market Update BoJ Policy Decision: Rates held at 0.50%, surprise ETF & J-REIT sales plan. Yen initially strengthened, USD/JPY …

Show Notes – Market & News Briefing (19 Sept 2025) Overview: Today’s briefing covers the latest developments in FX, commodities, trade policy, and geopolitics — all the key drivers shaping global markets as Europe opens. Topics Covered: FX & Central Banks: Bank of Japan keeps rates steady at 0.50% but surprises markets with plans to sell ETF and J-…

Show Notes – 18 September 2025 Today’s episode covers the latest developments across FX, commodities, trade, and geopolitics: FX Market Focus: Dollar trims post-FOMC gains after Powell’s hawkish press conference; policy path remains data-dependent. EUR/USD firm above 1.18 after ECB’s de Guindos signals balanced inflation risks. GBP/USD back below 1…

Show Notes – Market & News Briefing (18 Sept 2025) Theme: Post-Fed digestion, dollar steadies, gold consolidates, trade negotiations signal selective thaw, geopolitical talks intensify. FX & Central Banks Fed: Cut rates 25bps to 4.00–4.25%, framed as a “risk-management” move. Dot plot shows two additional cuts in 2025 for nine officials, but six se…

Show Notes – Market & News Briefing (17 Sept 2025) Theme: Dollar steadies ahead of FOMC; gold softens from record highs; crude pressured by China tech restrictions; TikTok deadline extended; geopolitical risk stays elevated. FX & Central Banks USD slightly firmer as traders position for FOMC decision (25bps cut expected, dot plot & Powell presser k…

Show Notes – Market & News Briefing (17 Sept 2025) Theme: Markets steady ahead of FOMC; crude eases slightly after strong rally; TikTok deal extended; Europe and US step up pressure on Russia; Modi backs Trump’s Ukraine peace push. FX & Central Banks USD flat after Tuesday’s slide; DXY steady near 97. EUR/USD holds above 1.18, printing YTD highs; f…

Show Notes – Market & News Briefing (16 Sept 2025) Theme: USD under pressure ahead of data and FOMC; gold at record highs; crude softer on delayed EU sanctions; Gaza ground incursion begins; US–China trade talks still in play. FX & Central Banks DXY weaker near 96.9 as traders await August US retail sales and industrial production. Fed update: Cour…

Show Notes – Market & News Briefing (16 Sept 2025) Theme: USD softer into FOMC; crude and gold supported; US–China trade talks continue; Middle East and Eastern Europe remain flashpoints. FX & Central Banks USD extends yesterday’s downside; DXY under pressure ahead of US Retail Sales and start of FOMC two-day meeting. Fed Gov. Cook confirmed to att…

Show Notes – Market & News Briefing (15 Sept 2025) Theme: FX steady into a central-bank-heavy week; crude bid on Russia sanction talk; US–China trade/tech tensions intensify; multiple flashpoints on the geopolitical tape. FX & Policy USD steady ahead of FOMC mid-week; ~25bp cut widely expected; tone/dots key for FX path. ECB officials (Kocher, Nage…

Show Notes – Market & News Briefing (15 Sept 2025) Intro: Today’s episode covers key developments across FX, commodities, global trade, and geopolitics that are shaping markets as we start the week. FX & Central Banks Dollar steady into a big central-bank week, with the FOMC decision Wednesday the main event. ECB tone hawkish: Nagel and Kocher sign…