Real Vision: Finance & Investing Fed Rate Cut Bets, Political Shifts in Japan and France, and Gold’s Record Surge: PALvatar Market Recap, September 8 2025
Sep 8, 2025
Expectations for a Fed rate cut are rising as U.S. job numbers stumble, energizing markets globally. Meanwhile, political upheaval in Japan and France casts a shadow of uncertainty. In a surprising twist, Germany showcases stronger industrial performance. Trade in China is waning, while gold soars to record heights amidst these shifts. Oil prices also see upward movement following a modest OPEC+ output increase. Key inflation figures and the upcoming ECB rate decision promise even more action ahead.
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Fed Cut Expectation Drives Markets
- Soft US payrolls make a Fed rate cut next week virtually certain and lift global markets.
- That expectation weakens the dollar and fuels asset rallies like gold and equities.
Political Turmoil In Japan And Beyond
- Japan's PM Shigeru Ishiba resigned after losing majorities, showing political instability amid rising living costs.
- Frequent leadership changes are spreading beyond Japan, increasing global policy uncertainty.
France Faces Government Crisis
- France risks another prime ministerial change with a likely lost confidence vote, adding political risk ahead of ratings reviews.
- Such instability can pressure sovereign ratings and investor confidence.