Financial Markets Daily Report
09 setembre 2025
Global stocks rebounded and sovereign yields continued to decline as investors cemented their expectations for rate cuts ahead of the Fed's next week meeting. The USD weakened moderately across other major currencies and gold prices continued to surge.
French PM François Bayrou lost a confidence motion in parliament (364-194). With investors expecting President Macron to accept Bayrou's resignation and name a new premier, euro area sovereign spreads declined across France and peripheral economies. In Japan, the Nikkei 225 rose and the yen closed little changed as investors digested the resignation of PM Ishiba.
In oil markets, the price of the barrel of Brent rose as traders weighed the OPEC+'s weekend announcement to raise production. In gas markets, Europe's TTF benchmark increased amid renewed Russian strikes on Ukraine and discussions over further sanctions against Russia.