Daily US Opening News – Show Notes (12th September 2025) Welcome to today’s market and news briefing — a focused look at FX, commodities, trade, and geopolitics as we move into the US session. FX & Currency Markets The US dollar is recovering after Thursday’s losses, with the DXY near session highs ahead of University of Michigan sentiment data. EU…

Daily European Opening News – Show Notes (12th September 2025) Welcome to today’s current market and news briefing — your focused look at FX, commodities, trade, and geopolitics as Europe kicks off the trading day. FX & Currency Markets The US dollar is attempting to steady after a sharp drop triggered by higher-than-expected jobless claims, which …

Show Notes – Daily Market & News Briefing (11 September 2025) FX: DXY firm near 98 ahead of August US CPI; consensus sees 0.3% core M/M. EUR/USD below 1.17, focus on ECB decision (expected hold at 2%). USD/JPY near 148.00 as political risk lingers, BoJ outlook in focus. GBP/USD holding above 1.35; UK macro drivers light. Antipodeans marginally soft…

Show Notes – European Opening Briefing (11 Sept 2025) Trade & Tariffs: EU unlikely to impose sweeping tariffs on India or China despite US pressure. South Korea expects rational conclusion to US trade talks; industry minister traveling to US for follow-up negotiations. President Trump halted deportation of Korean battery plant workers to allow trai…

Show Notes – Daily US Opening Briefing (10 Sept 2025) Poland Airspace Incident: Russian drones repeatedly violated Polish airspace during attacks on Ukraine; Warsaw and Rzeszow airports closed. PM Tusk invoked NATO Article 4 consultations but said Poland is not in a state of war. NATO’s North Atlantic Council meets today to discuss response. US Tar…

Daily European Opening Briefing – September 10, 2025: Geopolitics Poland reports unprecedented Russian drone incursions into its airspace during attacks on Ukraine; drones shot down, airports temporarily closed. France: President Macron appoints Sebastien Lecornu as new Prime Minister after Bayrou’s failed confidence vote. Middle East: Israel struc…

Show Notes – Daily US Opening News (September 9, 2025) FX USD 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 s…

Show Notes – Daily Briefing (Sept 9, 2025) FX USD 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 ca…

Show Notes – Daily US Opening Briefing (8 Sept 2025) FX USD softer post-weak NFP; Fed cut fully priced for Sept 17. EUR steady ahead of French PM Bayrou’s confidence vote, where defeat is expected. JPY weaker above 148 after PM Ishiba resigns, though stronger Q2 GDP limits downside. GBP flat near 1.35 with little data until UK GDP Friday. AUD/NZD f…

Show Notes – Daily European Opening Briefing (8 Sept 2025) FX: USD steady after weak NFP; markets fully price a September Fed cut. EUR flat ahead of France’s no-confidence vote. GBP steady near 1.35, UK GDP due Friday. JPY weaker above 148 after PM Ishiba’s resignation despite stronger Q2 GDP. AUD/NZD muted after soft Chinese trade data. PBoC fixes…

Episode Title: Week-Ahead Briefing — FX, Commodities, Trade & Geopolitics Episode Summary: A crisp look at what could move markets this week: US CPI and BLS jobs revisions for the dollar, the ECB’s projections for the euro, OPEC+ signals for crude, and a busy geopolitical slate from the UN General Assembly to France’s no-confidence vote, plus fresh…

Show Notes – Daily US Opening Briefing (Sept 5, 2025) Tariffs & Trade Trump to impose “substantial” chip tariffs soon; Apple and others spared. US to renegotiate North American trade deal with Canada and Mexico. US–Japan trade deal implemented: 15% baseline tariff on most imports, 75% increase in US rice purchases, USD 550bn investment package. Jap…

Show Notes – Daily European Opening Briefing (Sept 5, 2025) Tariffs & Trade Trump to impose “fairly substantial” chip tariffs soon; Apple and other major US tech firms spared. US–Japan trade deal formally implemented: 15% tariff baseline on most Japanese imports, 75% increase in US rice procurements, and a USD 550bn investment package. Japan says a…

Show Notes – Daily US Opening Briefing (Sept 4, 2025) Tariffs & Trade China imposed anti-dumping duties on certain US optical fibers, effective today. Japan–US in final talks to cut tariffs on Japanese auto imports; deal could take effect within 10–14 days. Joint statement and MoU on Japan’s investment package expected. FX USD modestly firmer ahead…

Show Notes – Daily European Opening Briefing (Sept 4, 2025) Tariffs & Trade Trump floated idea tariffs could eventually replace income tax. US warned countries not to back UN shipping emissions deal or risk tariffs. Mexico–US set up high-level groups to tackle cartels, tunnels, financial flows, and smuggling. China imposed anti-dumping duties on US…

Show Notes – Daily US Opening Briefing (Sept 3, 2025) FX USD rally fizzled ahead of JOLTS; DXY near session lows. EUR dipped to 1.1609 before recovering; weak PMI revisions offered little support. USD/JPY briefly broke 149 before pulling back; early party election talk adds to Japan risk. GBP slid to 1.3330 before bouncing; UK Autumn Budget set for…

Show Notes – Market & News Briefing (3 Sept 2025) FX: Dollar firm, euro slips to 1.16 despite eurozone inflation edging up to 2.1%. Yen weak on BoJ’s Himino reiterating scope for more hikes and Japanese political instability. Sterling tumbles below 1.35 as UK fiscal worries mount ahead of November budget. Antipodeans softer; PBoC fixes yuan stronge…

Show Notes – Market & News Briefing (2 Sept 2025) Today’s update covers FX, commodities, trade, and geopolitics: FX: Dollar firm after U.S. holiday, supported by GBP and JPY selling. Euro slips back to 1.16 handle after eurozone inflation ticks up to 2.1%. Yen weaker on BoJ’s Himino comments supporting gradual rate hikes, compounded by political in…

Show Notes – Market & News Briefing (2 Sept 2025) Today’s update covers FX, commodities, trade, and geopolitics: FX: Dollar firmer as markets reopen from U.S. holiday. Euro slips below 1.17 ahead of eurozone inflation data. Sterling retreats from 1.3550, muted by UK cabinet reshuffle. Yen weaker after BoJ’s Himino signals scope for more rate hikes …

Show Notes – Market & News Briefing (1 Sept 2025) Today’s update covers FX, commodities, trade, and geopolitics: FX: Dollar softer on U.S. holiday; Fed’s Daly signals recalibration soon as tariffs lift prices and labor slows. Euro above 1.1700 despite ECB inflation concerns. Sterling holds 1.3500 amid UK fiscal debate. Yen indecisive as Japan postp…

Show Notes – Market & News Briefing (Week of Sept 1, 2025) This week’s focus is squarely on U.S. labor data and its implications for central bank policy, FX, and commodities: FX & Fed Policy: Markets are fixated on Friday’s U.S. nonfarm payrolls after last month’s weak print and sharp downward revisions. Consensus looks for ~75k jobs, unemployment …

Show Notes – Market & News Briefing (29 Aug 2025) Today’s episode covers the latest across FX, commodities, trade, and geopolitics: FX: Dollar choppy ahead of PCE. Fed’s Waller backs 25bps cut in September with further easing likely in 3–6 months. Euro eases after weak German retail sales and soft French CPI. Sterling slips below 1.3500 on politica…

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 …

Show Notes – Market & News Briefing (28 Aug 2025) Today’s episode covers the latest developments across FX, commodities, trade, and geopolitics: FX: Dollar index steady in tight ranges ahead of U.S. GDP/PCE data. Euro steady amid French budget updates; yen rangebound as BoJ policy tone unchanged; sterling drifting around 50DMA; antipodeans firmer o…

Show Notes – Daily European Opening Briefing (28 Aug 2025) Today’s update covers the latest FX, commodities, trade, and geopolitics: FX: Dollar steady ahead of U.S. GDP and jobless claims; euro capped by French politics and weak sentiment; GBP holds above 1.35; yen directionless; AUD/NZD firmer after PBoC strengthens yuan and extends swap line with…

Today’s episode covers the latest FX, commodities, trade, and geopolitics: FX: Dollar regains strength after Fed turmoil; euro pressured by French politics and weak German sentiment; yen steady near 148; Aussie fades post-CPI bounce. Commodities: Oil slips as Trump predicts prices below $60 and Goldman sees Brent in low $50s by 2026; U.S. crude dra…

Today’s episode covers the latest FX, commodities, trade, and geopolitics: FX: Dollar pressured as Trump’s attempt to fire Fed Governor Cook raises Fed independence concerns; franc and yen strengthen, euro weighed by French political risk, Aussie fails to hold CPI-driven bounce. Commodities: Oil retreats after smaller-than-expected stock draw; Trum…

Show Notes – Daily U.S. Opening Briefing (26 Aug 2025) Today’s episode covers the latest in FX, commodities, trade, and geopolitics: FX: Dollar steady after Trump’s attempt to remove Fed Governor Cook; euro holds despite French political turmoil; yen modestly firmer near 147; sterling edges higher as UK traders return; antipodeans softer. Commoditi…

Show Notes – Daily Briefing (26 Aug 2025) FX: Dollar softens after Trump attempts to fire Fed Governor Cook; euro holds 1.16, sterling steadies, yen choppy near 147. Antipodeans still weak. Commodities: Oil eases after Druzhba pipeline disruptions; Canada eyes investment in Japanese refining. Gold recovers on softer dollar; copper flat; Chile’s El …

Show Notes – Week Ahead Market Briefing In this episode, we break down the key developments in FX, commodities, trade, and geopolitics driving markets this week: FX: Dollar stays firm ahead of U.S. PCE data. Australia’s CPI and Tokyo CPI in Japan will be crucial for central bank expectations. EUR/USD trades heavy after weak German GDP revisions, wh…

Show Notes – Market & News Briefing (22nd August 2025) Today’s update covers the latest moves in FX, commodities, trade, and geopolitics: FX: Dollar holds firm ahead of Powell’s Jackson Hole speech. EUR/USD slips under 1.16 as Russia–Ukraine tensions escalate. GBP quiet near 1.34 into UK holiday. USD/JPY steady around 148; AUD and NZD remain weak. …

Show Notes – Market & News Briefing (22nd August 2025) Today’s episode covers the latest developments across FX, commodities, trade, and geopolitics: FX: Dollar stays firm ahead of Powell’s Jackson Hole speech. EUR/USD drops below 1.16, GBP slips back toward 1.34, USD/JPY trades above 148, and CNY fixed stronger than expected. Commodities: Oil stea…

Show Notes – Daily US Opening News (21st August 2025) Today’s briefing covers the latest developments in FX, commodities, trade, and geopolitics: FX: Dollar steady after hawkish Fed minutes and political pressure on Governor Cook. Euro soft on renewed Ukraine strikes, while GBP outperforms on stronger PMIs. Yen edges lower; AUD and NZD remain weak.…

Show Notes – Market & News Briefing (August 21, 2025) In this episode, we cover the latest updates across FX, commodities, trade, and geopolitics influencing market sentiment. Key Topics: Middle East Conflict: Israeli forces entered the first stage of their planned assault on Gaza City, securing positions on the outskirts and striking targets inclu…

Show Notes – Market & News Briefing (August 20, 2025) In this episode, we cover the latest developments across FX, commodities, trade, and geopolitics driving global markets. Key Topics: Russia–Ukraine Peace Process: White House confirms preparations for a Zelensky–Putin summit, with Budapest discussed as a possible venue. US Envoy Witkoff notes pr…

Show Notes – Market & News Briefing (August 20, 2025) In this episode, we cover the latest updates across FX, commodities, trade, and geopolitics that are shaping global market sentiment. Key Topics: Russia–Ukraine Peace Talks: White House exploring Budapest as a possible venue for a Zelensky–Putin summit. US officials coordinating next steps, with…

Show Notes – Market & News Briefing (August 19, 2025) In this episode, we bring you the latest developments across FX, commodities, trade, and geopolitics shaping global markets. Key Topics: Russia–Ukraine Diplomacy: Trump, Zelensky, and European leaders met in Washington to discuss security guarantees for Ukraine. Trump later called Putin to arran…

Market & News Briefing (August 18, 2025) In this episode, we cover the latest developments shaping global markets, focusing on FX, commodities, trade, and geopolitics. Key Topics: Russia–Ukraine War: Trump-Putin summit made “great progress” but no ceasefire reached. Zelensky in Washington for talks with Trump and European leaders. EU stresses Russi…

Tariffs Extended, Gold Stays Tariff-Free, and FX Holds Steady Ahead of CPI Episode Summary: In today’s market briefing, we break down the key moves in FX, the latest on U.S.-China trade, fresh commodity updates, and the geopolitical developments to watch. The U.S. dollar index is steady ahead of CPI, the RBA delivers a widely expected rate cut, and…

Financial Planning Software IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’. Find out how this software evolved and how the financial planner should … Continue reading The post KEY047 | Financial Planning Software first appeared on Iron…

The Great White Elephant – Why Rich Kids Hate Their Parents IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I have an interview with Franco Lombardo, Managing Director of Veritage Family office Ltd. We will be talking about his … Continue reading The post KEY046 | The Great White Elephant – Why Rich Kids Hate Their Parents first appeared on Iron…

The Fundamentals Of Successful KAIZEN Financial Planning (Part 4) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about the Minimum Effective Dose “on steroids”, and how real wealth is created as a result. And if you’d like to … Continue reading The post KEY045 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 4)…

The Fundamentals Of Successful KAIZEN Financial Planning (Part 3) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about a concept that’s not yet been embraced by the financial community, but it’s extremely popular in the world … Continue reading The post KEY044 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 3)…

The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about the idea of denying yourself: Denying yourself so that you can be the richest person in the nursing … Continue reading The post KEY043 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 2) first …

The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk about financial planning and it’s mistaken identity. This is part one of a series of podcasts that will build … Continue reading The post KEY042 | The Fundamentals Of Successful KAIZEN Financial Planning (Part 1) fi…

Overview of HAHN Investment Stewards IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to have a great discussion with Wilfred Hahn, Chairman and Co-CIO of HAHN Investment Stewards. The oldest actively managed global ETF manager in North America. … Continue reading The post KEY041 | Overview of HAHN Investment Stewards first appeared on …

Why Buy Caterpillar IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I going to have an in-depth discussion with Charles Wilton, a portfolio manager with the private investment management group at Raymond James Financial. We are going to talk about … Continue reading The post KEY040 | Why Buy Caterpillar first appeared on Ironshield Financial Pla…

Traditional Financial Planning Is Flawed! -How To Use What I’m Going To Share With You Over The Next Little While. IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk to you about how traditional financial planning is … Continue reading The post KEY039 | Traditional Financial Planning Is Flawed! first appeared on Ironshield Financi…

Life Insurance – What You Need To Know IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to have a pretty candid discussion about Life Insurance and discuss what you need to know to make good decisions about your … Continue reading The post KEY038 | Life Insurance – What You Need To Know first appeared on Ironshield Financial Planning.…

The “Sell” Side of Investing IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In the last episode we discussed the … Continue reading The post KEY037 | The “Sell” Side of Investing first appeared on Ironshield Fina…