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September 10th, New York Update: Global Markets and Geopolitical Briefing
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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 Tariff Push: President Trump urged the EU to impose 100% tariffs on China and India to pressure Moscow and pledged the US would mirror any EU action. US–India trade talks progressing; delegations expected to meet later this month. Supreme Court to fast-track review of Trump’s tariff regime.
- FX Market Moves: USD slightly lower, EUR slipped below 1.17 on Poland developments, JPY firm as BoJ officials hint at possible rate hike this year, GBP steady near 1.35 ahead of UK budget planning. Antipodeans supported by PBoC fix but capped by deflationary Chinese CPI.
- Commodities: Oil prices higher on Polish drone incident and NATO risk premium. Gold trades near record highs as safe-haven demand rises. Copper edges higher but muted ahead of US data.
- Middle East & Iran: Israel strike in Doha killed Hamas members; Qatar condemns attack, Algeria calls for UN Security Council meeting. Trump says strike was Netanyahu’s decision. Iran and IAEA agreed on steps to resume nuclear inspections.
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