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October 14th, London Update: Global Markets and Geopolitical Briefing

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Manage episode 513505301 series 3683267
Content provided by Financial Source. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Source or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 range-bound.
  • JPY firms on softer risk appetite and renewed official focus on orderly moves.
  • AUD/NZD lag as RBA minutes keep a cautious, data-dependent stance; MAS leaves SGD policy unchanged.
  • Fed’s Paulson backs a gradual, data-led easing path through this year and next.

Commodities:

  • Gold extends record run above $4,150/oz on lingering headline risk.
  • Crude steady; OPEC keeps 2025–26 demand growth unchanged; Aramco reiterates demand resilience and states 12mb/d max capacity can be sustained for up to a year.
  • Base metals cool from Monday’s pop; China demand/supply headlines remain the swing factor.

Trade & Tariffs:

  • China’s MOFCOM says the U.S. can’t seek talks while threatening new curbs; announces countermeasures against five U.S.-linked firms.
  • Beijing implements special port fees on U.S. vessels; launches a probe into the impact of U.S. Section 301 tariffs on shipping.
  • China reiterates rare-earth curbs are license-based (not a blanket ban), keeping strategic-materials risk elevated.

Geopolitics:

  • Gaza framework moves into implementation phases; sequencing and enforcement remain the near-term swing risks for energy sentiment.
  • France to present a budget targeting a deficit cut to 4.7% by end-2026—fiscal backdrop in focus for the euro.
  • Ukraine reports further strikes on energy assets; Kyiv to press allies on air defense and long-range munitions.

What to watch:

  • UK labor data; Germany ZEW.
  • IEA Oil Market Report.
  • Fed/ECB/BoE speakers and U.S. discount-rate minutes.
  • Any incremental U.S.–China steps on export controls, port fees, or firm-specific measures.
  continue reading

86 episodes

Artwork
iconShare
 
Manage episode 513505301 series 3683267
Content provided by Financial Source. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Source or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 range-bound.
  • JPY firms on softer risk appetite and renewed official focus on orderly moves.
  • AUD/NZD lag as RBA minutes keep a cautious, data-dependent stance; MAS leaves SGD policy unchanged.
  • Fed’s Paulson backs a gradual, data-led easing path through this year and next.

Commodities:

  • Gold extends record run above $4,150/oz on lingering headline risk.
  • Crude steady; OPEC keeps 2025–26 demand growth unchanged; Aramco reiterates demand resilience and states 12mb/d max capacity can be sustained for up to a year.
  • Base metals cool from Monday’s pop; China demand/supply headlines remain the swing factor.

Trade & Tariffs:

  • China’s MOFCOM says the U.S. can’t seek talks while threatening new curbs; announces countermeasures against five U.S.-linked firms.
  • Beijing implements special port fees on U.S. vessels; launches a probe into the impact of U.S. Section 301 tariffs on shipping.
  • China reiterates rare-earth curbs are license-based (not a blanket ban), keeping strategic-materials risk elevated.

Geopolitics:

  • Gaza framework moves into implementation phases; sequencing and enforcement remain the near-term swing risks for energy sentiment.
  • France to present a budget targeting a deficit cut to 4.7% by end-2026—fiscal backdrop in focus for the euro.
  • Ukraine reports further strikes on energy assets; Kyiv to press allies on air defense and long-range munitions.

What to watch:

  • UK labor data; Germany ZEW.
  • IEA Oil Market Report.
  • Fed/ECB/BoE speakers and U.S. discount-rate minutes.
  • Any incremental U.S.–China steps on export controls, port fees, or firm-specific measures.
  continue reading

86 episodes

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