The Financial Source Podcast

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 political reshuffle talk and windfall tax proposals. Y...

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 changes, yen flat on mixed Japan data, antipod...

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 on stronger PBoC yuan fix and NZ swap extension...

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 ti...

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 draw smaller than expected. Gold holds near $3,375/oz...

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; Trump predicts crude below $60, Goldman sees Brent in...

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. Commodities: Oil eases after Ukraine strikes on Russian fac...

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 Teniente mine faces new restart rules. Trade/Tarif...

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, while GBP consolidates into the UK holiday. USD/JPY...

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. CNY midpoint set stronger than expected at 7....

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 steady as Russia–Ukraine conflict pressures energ...

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. Commodities: Oil prices firm as Russia–Ukraine co...

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 including Gaza’s beach camp. PM Netanyahu ordered s...

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 progress on peace talks; EU’s Kallas says the ne...

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 proposals for Ukraine security guarantees pot...

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 arrange a possible Zelensky–Putin meeting, followed...

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 Russia cannot veto Ukraine’s EU or NATO path. Puti...

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 major currency pairs are finding their footing. W...