Welcome to The Deep Dive — today we’re unpacking a world running on a split screen: diplomacy thawing on one side, and rising geopolitical risk on the other. 🌍 In this episode, we break down the contradictions shaping global markets: Why the US dollar is surging toward 100 and acting as a “double hedge.” The real depth of the US–China trade thaw — …

As the world’s leading central banks navigate diverging economic realities, the illusion of global policy coordination is starting to fracture. This in-depth breakdown explores the Federal Reserve’s data blackout, the Bank of Canada’s structural limits, the RBA’s inflation battle, the ECB’s long-term inflation debate, and the BoJ’s hesitation amid …

Stay ahead of the markets with the New York Sentiment Update for October 31, 2025 — your complete global market briefing covering FX, commodities, trade, and geopolitics. In today’s episode: The US dollar stays firm after the Fed’s hawkish stance, with EUR/USD holding below 1.16. The Japanese yen weakens following hot Tokyo CPI and a cautious Bank …

Stay ahead of the markets with today’s New York Sentiment Update (October 31, 2025) — your concise briefing on FX, commodities, trade, and geopolitics. In this episode: The US dollar steadies after the Fed’s hawkish cut while EUR/USD remains below 1.16. Yen under pressure after hot Tokyo CPI and cautious BoJ signals. Gold tests $4,000, oil stays ra…

Podcast Show Notes — FX, Commodities, Trade & Geopolitics (30 Oct 2025) Episode title: Hawkish cut, softer JPY, and a one-year US–China trade truce Summary: USD holds gains after a “hawkish cut” from the Fed; the BoJ keeps rates on hold with two hawkish dissents but a cautious Ueda presser leaves JPY heavy. Gold reclaims $4k, oil is range-bound, an…

Podcast Show Notes — FX, Commodities, Trade & Geopolitics (30 Oct 2025) Episode title: Hawkish cut lifts USD; BoJ split vote; soy buys and tariff trims after Trump–Xi Summary: We cover a firmer dollar after a hawkish Fed cut, a BoJ hold with two dissents in favor of a hike, and an anchored CNY fix. In commodities, gold steadies near $4k, oil drifts…

Podcast Show Notes — FX, Commodities, Trade & Geopolitics (29 Oct 2025) Episode title: Dollar firms, AUD pops; soy buys before Trump–Xi; gold back above $4k Synopsis: Today’s show covers a firmer USD into the FOMC, AUD strength after a hotter Australian CPI print, and gold reclaiming $4,000/oz. We unpack the tariff pathway Washington and Beijing ar…

Podcast Show Notes — FX, Commodities, Trade & Geopolitics (29 Oct 2025) Episode title: AUD pops, dollar firms; soy buys before Trump–Xi; gold capped ahead of the Fed Synopsis: Today’s episode covers a firmer USD into the FOMC, AUD strength after hot Australian inflation, and a softer tone in gold beneath USD 4,000/oz. We break down the tariff path …

Podcast Show Notes — FX, Commodities, Trade & Geopolitics (28 Oct 2025) Episode Title: Yen bid, oil soft, minerals pact signed — the policy currents moving markets Overview: Today’s briefing covers a stronger yen after the US–Japan summit, softer crude as OPEC+ eyes a small supply increase, gold slipping below USD 3.9k/oz, and base metals easing in…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Tuesday, 28 October 2025 Episode summary: Yen firms as USD/JPY slips below 152 post US–Japan summit. Oil treads water with OPEC+ leaning toward another small supply increase; gold capped below USD 4k/oz; copper eases after a strong run. The US and Japan sign a …

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Monday, 27 October 2025 Episode Summary: A risk-on tone starts the week as Washington and Beijing reach a framework for Trump–Xi talks, averting new tariffs and delaying China’s rare-earth licensing plan. The dollar is steady, yen remains weak, and commodity-li…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Monday, 27 October 2025 Episode summary: Dollar steady; yen heavy near 153; PBoC sets its strongest fix in over a year. Oil holds a modest bid on sanction risk and stable Iraqi output; gold softer, copper breaks above USD 11k/t on improved US–China tone and fir…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Friday, 24 October 2025 Episode summary Dollar firm into CPI; EUR and GBP subdued; USD/JPY tested 153. Oil gives back part of Thursday’s sanctions-driven spike as buyers in Asia tighten compliance on Russian flows; gold softer, copper firm near USD 11k/t. Washi…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Friday, 24 October 2025 Episode Summary A firmer but rangebound USD into US CPI, USD/JPY testing 153, and EUR/GBP subdued. Oil cools after Thursday’s sanctions-driven spike as compliance shifts bite Russian flows; gold is indecisive and copper holds near weekly…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Thursday, 23 October 2025 Episode Summary A steady USD tone meets softer EUR and range-bound GBP, with USD/JPY elevated. Oil advances on fresh US sanctions targeting Russia’s energy complex and tightening compliance from Indian buyers. Gold consolidates. The US…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Thursday, 23 October 2025 Episode Summary Today’s briefing covers a firmer USD on US–China tensions, softer EUR and GBP, and USD/JPY holding above 152. Oil is supported by fresh Russia-focused sanctions and shifting India–Russia flows, while gold and copper are…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Wednesday, 22 October 2025 Episode Summary Today’s briefing spotlights a flat USD with sterling under pressure after softer UK CPI, a steady EUR, and USD/JPY capped below 152. In commodities, crude is firmer on renewed supply-risk headlines out of Ukraine and a…

Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) Date: Wednesday, 22 October 2025 Episode Summary Today’s briefing covers a softer USD backdrop into UK CPI, a steadier GBP and EUR, and a contained USD/JPY. In commodities, crude is supported after strikes on Ukrainian energy infrastructure and a surprise US crude dr…

Show Notes — FX, Commodities, Trade & Geopolitics Briefing Top Themes Markets are running on headlines: thin U.S. data, watchful central banks, and tariff rhetoric are steering price action. China beats on activity data while policy stays steady; U.S.–China tone turns more constructive but a tariff deadline still looms. Geopolitical risks stay elev…

Show Notes — Current Market & News Briefing — 21 Oct 2025 FX USD: DXY steady in tight ranges amid Fed blackout and sparse U.S. data; tone guided by U.S.–China headlines. EUR: Little changed near recent lows after ECB’s Nagel reiterated a wait-and-see stance. GBP: Slipped back through 1.34 on light domestic news; eyes on UK PSNB. JPY: Choppy around …

Show Notes — Current Market & News Briefing — 20 Oct 2025 FX USD (DXY): Flat/subdued as a modestly better U.S.–China tone offsets shutdown/data uncertainty. EUR: Slightly firmer despite S&P’s downgrade of France; ECB rhetoric steady; German PPI softer. JPY: Edged back from 151 after BoJ’s Takata flagged policy still accommodative but moving toward …

Show Notes — Current Market & News Briefing (October 20, 2025) FX USD stays fragile after last week’s dovish Fed signals; late-week softening in U.S.–China rhetoric capped dollar losses, but path remains headline-driven. JPY and CHF catch haven bids on risk-off stretches; USD/JPY swings track U.S. yield moves and ongoing BoJ talk about nudging rate…

Show Notes — Current Market & News Briefing (October 17, 2025) FX The dollar trades mixed as investors seek safety following renewed U.S. regional bank stress. The yen and Swiss franc are stronger, with USD/JPY dipping below 150. The euro holds firm near 1.17 after reduced French political risk, while the pound steadies despite soft U.K. data. Risk…

Show Notes — Current Market & News Briefing (October 17, 2025) FX The dollar steadied after a turbulent week dominated by renewed U.S.–China trade tensions and regional banking stress. The euro extended gains above 1.17 following supportive ECB commentary and resilient Eurozone industrial data. Sterling held firm near 1.34 as U.K. policymakers hint…

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…

โดย Financial Source

โดย Financial Source

โดย Financial Source

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…