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August 28th, London Update: Global Markets and Geopolitical Briefing
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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 NZ.
- Commodities: Oil eases after earlier gains tied to Iran sanctions risk and U.S. crude draw; gold slips below $3,400/oz; copper flat. China announces plans to stabilize steel sector and expand domestic iron ore production.
- Trade/Tariffs: White House signals India could see 25% tariff cut if it stops buying Russian oil; India extends cotton duty exemption; Mexico plans tariff hikes on Chinese imports; Japan postpones U.S. trade trip; China and Canada commit to managing differences constructively.
- Geopolitics:
- Middle East: Israel launches strikes near Damascus; Syrian sources report two-hour special forces operation.
- Russia–Ukraine: EU considers secondary sanctions to further restrict Russia’s war effort.
- UK: Treasury considering new landlord tax via national insurance on rental income ahead of autumn budget.
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