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Konnichiwa and Au Revoir
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Tuesday 7th October 2025
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It’s been a session light on data but heavy on geopolitics. Markets reacted firmly as expected, to the surprise win for Sane Takaichi as leader of Japan’s LDP. The resignation of the French Prime Minister yesterday was also a surprise, sending yields higher and a big fall in equities. US equities, meanwhile, continue to rise, including a surge in the price of OpenAI after a data-centre deal with AMD. It added $80 billion to the value of OpenAI and raised flags for those worried about the potential for a tech-bubble. And the US government shutdown moves into day seven. NAB’s Gavin Friend joins Phil to talk through a session light on data and heavy on news.
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