9:53 AM · 4 September 2025

Morning wrap (04.09.2025)

  • According to reports, Chinese regulators are considering new measures to reduce market speculation, including easing restrictions on short selling and introducing new trading options.

  • Following this news, Chinese indices pulled back and are currently down between 1.20–1.60%.

  • Goldman expects nonfarm payrolls in August to rise by +60k, below expectations with downside risk due to seasonal distortions.

  • The bank also forecasts the unemployment rate to increase to 4.3%, while wages should grow by +0.3% m/m due to calendar effects. The data would support a Fed rate cut in September.

  • Trump expressed confidence that a peace deal between Russia and Ukraine will be reached, claiming that talks with Putin and Zelensky are ongoing.

  • Tesla announced that its Robotaxi rideshare service is now available to everyday customers, after previously being limited to investors and influencers.

  • Household consumption in Australia rose 5.1% y/y in July, the fastest pace since late 2023. This confirms strong Q2 consumption data from earlier this week. The strength of the data reduces the likelihood of an RBA rate cut on September 29–30.

  • Japan’s chief trade negotiator, Akazawa, said he will visit the U.S. after resolving administrative issues. He will continue to push for tariff adjustments to reflect agreed terms.

  • Morgan Stanley stated that the recent antitrust ruling does not undermine Google’s dominance.

  • The crypto market is speculating that MicroStrategy (MSTR) could be included in the S&P 500 index this Friday. With a market capitalization of around $98bn and holdings of 636,505 BTC, the company meets all criteria.

9 June 2026, 12:05 PM

Chart of the Day: USDNOK (09.06.2026)

9 June 2026, 11:13 AM

Economic Calendar: Awaiting US Inflation (09.06.2026)

9 June 2026, 10:15 AM

Morning Briefing: Return to Gains (09.06.2026)

8 June 2026, 9:18 PM

Currency Review: Will the ECB’s rate hike halt the dollar’s gains?

The material on this page does not constitute as financial advice and does not take into account your level of understanding, investment objectives, financial situation or any other particular needs.
All the information provided, including opinions, market research, mathematical results and technical analyses published on the website or transmitted to you by other means is provided for information purposes only and should in no event be interpreted as an offer of, or solicitation for, a transaction in any financial instrument, nor should the information provided be construed as advice of legal or fiscal nature.
Any investment decisions you make shall be based exclusively on your level of understanding, investment objectives, financial situation or any other particular needs. Any decision to act on information published on the website or transmitted to you by other means is entirely at your own risk. You are solely responsible for such decisions.
If you are in doubt or are not sure that you understand a particular product, instrument, service, or transaction, you should seek professional or legal advice before trading.
Investing in OTC Derivatives carries a high degree of risk, as they are leveraged based products and often small movements in the market could lead to much larger movements in the value of your investment and this could work against you or for you. Please ensure that you fully understand the risks involved, taking into account your investments objectives and level of experience, before trading, and if necessary, seek independent advice.