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August 29th, London Update: Global Markets and Geopolitical Briefing
Manage episode 503199281 series 3683267
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Market & News Briefing (29 Aug 2025)
Today’s episode covers the latest developments across FX, commodities, trade, and geopolitics:
- FX: Dollar firmer ahead of PCE data. Fed’s Waller signals support for a 25bps cut in September and more easing over 3–6 months. Euro eases from 1.1700 resistance, sterling steady near 1.3500 as PM Starmer eyes cabinet changes, yen flat on mixed Japan data, antipodeans supported by stronger PBoC yuan fix.
- Commodities: Oil pulls back after recent geopolitical gains. Gold retreats from $3,400 highs. Copper holds near best levels on China demand optimism following liquidity injections.
- Trade & Tariffs: U.S. extends some China tariff exclusions to November. White House ends global de minimis exemption with six-month transition for postal shipments. Canada doubts Trump will lift tariffs. Brazil targets Mexico trade deal by August 2026. Japan preparing further U.S. trade talks.
- Geopolitics: Iran rejects EU authority to trigger nuclear sanctions; Russia and China dismiss legal grounds at the UN. Germany rules out Putin–Zelensky talks; EU mulls a buffer zone in Ukraine conflict. Trump to address Russian strikes on Kyiv. Venezuela denounces U.S. naval buildup, claims support from China, Russia, and India.
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