{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Financial Source Podcast","title":"September 22nd, New York Update: Global Markets and Geopolitical Briefing ","html":"","width":"100%","height":180,"duration":973,"description":"Show Notes — Current Market & News Briefing (FX, Commodities, Trade & Geopolitics) — 22 Sep 2025FX & Central BanksUSD: DXY briefly touched 97.82 (above Friday’s 97.80) before easing; heavy Fed-speak slate today (Williams, Musalem, Hammack, Barkin) plus Governor Miran’s dissent speech release.EUR: EUR/USD recovered above 1.1750 after testing Friday’s low at 1.1728; ECB’s Kazaks flagged ample data by December, while Šimkus argued for a December rate cut to safely reach 2%.GBP: GBP/USD probed 1.35; watch BoE Pill 13:30 London and Bailey 19:00.JPY: USD/JPY 148.37 overnight (highest since Sep 8); focus on LDP leadership race. FNN poll: Takaichi 28.3%; she won’t rule out cutting sales tax on food. Koizumi open to broader sales-tax discussion.AUD/CNY: AUD steady after RBA Gov. Bullock’s balanced remarks and China’s steel-capacity curbs. PBoC fix USD/CNY 7.1106 (vs 7.1159 exp); LPRs unchanged at 3.00% (1Y) and 3.50% (5Y). Liquidity: CNY 240.5bn 7-day RR at 1.40% and CNY 300bn 14-day RR (first in 8 months).U.S. policy backdrop: Fed’s Miran: disinflation in play, policy restrictive, “we are in an easing cycle.” Daly: labor market softened “quite a bit.”U.S. shutdown risk: Funding deadline Sep 30; Senate returns Sep 29, House Oct 7.CommoditiesCrude oil: Initially firmer on geopolitics, then softer; day ranges WTI USD 62.23–63.00/bbl, Brent USD 66.53–67.31/bbl.Drivers: Estonia triggers NATO Article 4 after Russian MiG-31 incursion; U.S. President says Europe will not be allowed to buy Russian oil much longer. Ukraine drones reportedly hit oil infrastructure tied to Novorossiysk exports. Iraq says exports increased as voluntary OPEC+ cuts wind down. NHC: new tropical storm south of Mexico, offshore track expected.Gold: Fresh all-time high at USD 3,726/oz; earlier European peak USD 3,722.56/oz amid elevated geopolitics and event risk (PMIs, PCE, Fed-speak).Copper/Metals: 3M LME copper back above USD 10k as risk tone stabilizes. Codelco: biggest mine’s full-production return...","thumbnail_url":"https://img.transistorcdn.com/_dp6j2mibJTrYbYzK5yXvNewKf1GABAWj0IkQ-w-xQU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mZjdk/OGJiNTYzNjc3YjQ0/N2YzYTg0ZjA2ZDk2/MjE5Mi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}