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Gold climbed above the $3,600 level for the first time on Monday — setting a new record — as soft US jobs data cemented expectations of an interest rate cut by the Federal Reserve this month. Spot gold hit an all-time high of $3,636.71 per ounce earlier in the session before pulling back, adding roughly $40 or 1.3% to its previous record from last week. US gold futures saw a smaller gain of 0.6%, trading at about $3,676 per ounce in New York. Click on chart for live prices. Gold’s momentum continued after Friday’s pivotal US payroll report showed a slowdown in hiring, while the unemployment rate rose to its highest since 2021. With a softer labour market more or less confirmed, investors are almost certain that the Fed will begin cutting interest rates starting next week. According to the CME FedWatch tool, traders have priced in an 88% chance of a 25-basis-point cut following the Fed’s upcoming meeting on Sept. 16-17. They also see as many as three reductions for the remainder of 2025, a scenario that would benefit gold as the metal yields no interest. “We look for gold to rise to $3,700/oz by mid next year,” said UBS analyst Giovanni Staunovo in a note to Reuters. “(Rate cut bets) are boosting the demand of gold. Moreover, the overall geopolitical scenario is extremely uncertain … we should consider that a significant part of the demand is also coming from central bank buying,” added Carlo Alberto De Casa, an external analyst at banking group Swissquote. With the latest move, gold has now surged about 38% so far this year, building on an already-massive 27% gain in 2024. The rally was driven by a weaker US dollar, strong central bank buying, a soft monetary policy backdrop, as well as geopolitical and economic uncertainty. More catalysts Looking ahead, renewed rate cut hopes will face tests this week from a benchmark revision for US jobs data due on Tuesday, followed by producer and consumer inflation prints on Wednesday and Thursday, respectively. Investors are also waiting for a landmark ruling on whether US President Donald Trump has legitimate grounds to remove Fed Governor Lisa Cook, which may have significant implications on the future of US central banking. On that matter, Goldman Sachs Group analysts said last week that gold could rally to almost $5,000 an ounce if the Fed’s independence were damaged, and investors shifted just a small portion of holdings from Treasuries into bullion. (With files from Bloomberg and Reuters)

The USDCHF has been grinding steadily lower today after an early test of resistance in the Asian session. The pair briefly pushed up to 0.79948, just above the top of a swing area between 0.7986 and 0.7994, before sellers reasserted control. Fundamentals also leaned against the dollar after remarks from Swiss National Bank President Martin Schlegel. He reiterated that Technically, the move lower has extended into the U.S. session, with the pair breaking below another swing area between 0.7938 and 0.79471. Holding under this zone keeps sellers firmly in control and exposes the next downside target at 0.7910–0.79209. A further break would shift focus to the 2024 low at 0.78722—a level not seen since 2011. Moving back above the 0.7947 could disappoint the sellers looking for more downside momentum. The low price from Friday's post- employment reaction reached 0.79555. Moving back above that level would be another disappointment for sellers. This article was written by Greg Michalowski at investinglive.com.

Starting today, key minerals including gold bullion, graphite, tungsten and uranium are officially exempt from US global tariffs under an executive order signed late last week by President Donald Trump. The order also imposes new levies on certain silicone products, resin, and aluminum hydroxide, while streamlining the process for future tariff exemptions tied to trade agreements. Under the new framework, the US Trade Representative and the Commerce Department will now be empowered to implement tariff adjustments embedded in agreements with countries such as the European Union, Japan, and South Korea—removing the need for the president to personally issue additional executive orders each time. Fragile supply chain The United States has not mined tungsten domestically since 2015, and more than 80% of global supply comes from China. Uranium and natural graphite are likewise heavily import-dependent, with limited or no domestic output. “When you picture an American jet fighter on a critical mission or the latest electric vehicle rolling off a factory line, you may not realize that several of the key materials driving these technologies, including tungsten, come from halfway across the world,” said Brodie Sutherland, CEO of Patriot Critical Minerals Corp in a recent article. “Although tungsten is a critical mineral prized for its unmatched density, high melting point and hardness, the US has gone more than ten years without producing a single ounce domestically, relying instead on foreign suppliers to fuel innovation.” Lewis Black, founder and CEO of Almonty Industries, the largest tungsten mining and processing company outside China, echoed the concern. “Tungsten is a key component in almost the entire US industrial, technology and defense base. The President has once again shown that these tariffs are to benefit American industry and not just ideological whims. The White House recognizes the fragility of the tungsten supply chain, especially now that the Department of Defense has tungsten in its highest supply-risk tier.”

Japan in Turmoil: Prime Minister Ishiba Resigns After Election Defeat, LDP Leadership Vote Set for October 4 Japan in Turmoil: What Comes Next After Prime Minister Ishiba Resigns? Tokyo Japan Japanese politics was shaken this week as Prime Minister Shigeru Ishiba announced his resignation as both head of government and president of the ruling Liberal Democratic Party (LDP). Ishiba stepped down after a crushing election defeat that saw the LDP and its coalition partners lose their majority in both houses of parliament.Voters, frustrated by the rising cost of living, punished the government at the polls. Ishiba took full responsibility, stating that he could no longer lead after the decisive loss. Market Reaction: Yen Weakens on Surprise Resignation Financial markets were caught off guard. The Japanese yen (JPY) opened the week sharply lower, with USDJPY gaping higher before backing off and stabilizing. Traders speculated that the Bank of Japan (BOJ) may have stepped in covertly to sell dollars and contain volatility. USDJPY 1 HOUR CHART Sept 8, 2026 Tokyo Japan Next Steps for the LDPThe LDP will hold an emergency leadership election on October 4 to select its next leader, who will also become the new Prime Minister of Japan. Ishiba will remain in office in a caretaker role until the vote is complete. Unlike a full party-wide election, which involves roughly 750 votes, an emergency vote is limited to about 420–430 ballots: • Around 370–380 votes from LDP members of the Diet (House of Representatives + House of Councillors). • 47 votes from prefectural party chapters (one each). This system gives an advantage to candidates backed by large LDP factions, since grassroots party members have little influence in an emergency contest. The Candidates to Watch At least four contenders are expected to compete for the top job: 1. Sanae Takaichi (64) – Former economic security and internal affairs minister. A known fiscal dove, she would become Japan’s first female prime minister if elected. 2. Shinjiro Koizumi (44) – Son of former Prime Minister Junichiro Koizumi and currently Minister of Agriculture. Known for his reformist image, he would be the youngest prime minister in Japan’s history. 3. Yoshimasa Hayashi (64) – The Chief Cabinet Secretary, considered a moderate and steady hand. 4. Toshimitsu Motegi (69) – Former foreign minister who has officially declared his candidacy. How the LDP Emergency Vote Works The leadership election follows a two-round system: • Round One: A candidate who wins a majority outright becomes party leader. • Round Two: If no one wins a majority, the top two candidates face a runoff decided only by Diet members, excluding prefectural chapters. This process favors candidates with strong factional backing inside the LDP, reducing the impact of younger or grassroots-backed challengers. What This Means for Japan’s Future The October 4 LDP leadership election will determine not only Japan’s next prime minister but also the direction of its economic and foreign policy. With three of the four leading candidates in their 60s, the generational divide is clear. Shinjiro Koizumi’s youth could appeal to the public, but the LDP’s faction-driven emergency process makes his path more difficult and aq hard one to call. With a lack of majority, the new prime minister will need to find include coalition (existing or new) partners to form a government. For investors, the immediate outcome is clear: political uncertainty in Japan is likely to keep the yen volatile and discourage the BOJ from tightening monetary policy in the near term. Markets will closely watch which candidate emerges as leader and whether the LDP can restore stability after Ishiba’s sudden exit. Reminder: in Global Trading: It is The Reaction to News that Matters Tokyo Japan Take a FREE Trial of The Amazing Trader – Algo Charting System The post Japan in Turmoil: What Comes Next After Prime Minister Ishiba Resigns? appeared first on Forex Trading Forum.

NVDA Buy the Dip by investingLive.com (*at your own risk) NVIDIA (NVDA) is back on everyone’s radar this week, trading around $169.76 after a big earnings-driven run and pullback. For context, we recently warned traders and investors not to get carried away with over-enthusiasm around earnings — and that call aged well. If you missed it, check the analysis here: NVDA Earnings Analysis – This Shows Trader Over-Enthusiasm. That’s the point of these updates: not hype, not “to the moon” charts, but structured trade plans that give you clear entry points, stops, and targets. You can use them as a roadmap, do your own research, and trade at your own risk. The bigger picture on NVDA Stock dip buying Options map: Most active strikes right now are around 165 (puts) and 175.50 (calls). That often creates a tug-of-war where price bounces between support clusters (puts) and resistance clusters (calls). Volume profile: There’s a liquidity shelf in the 162–165 range that often attracts rebounds. Below that, a deeper flush toward 146 would be an attractive longer-term buy zone. Long-term anchors: The 252-day moving average is way down at 135.40. It’s far below today’s price, but serves as a reminder of just how extended NVDA has been over the past year. Recent price action: NVDA is sitting mid-range — $167.35 to $170.96 for the day so far, with a 52-week range of $86.62 to $184.48. A) NVDA Stock Longer-term buyTheDip – deep zone This is the “patient” plan. Some investors are happy to wait for NVDA to dip into the mid-140s before starting. Buy entries: $147.17, $143.71 Average entry: $145.44 Stop: $138.39 TP1: $154.12 TP2: $189.12 Rule: After TP1, move stop to the average entry Why here: This zone sits just under the put wall and round numbers, where capitulation flushes often reverse. $10k example: Stop out: -$479 (-4.8%) TP1 then breakeven: +$295 (+3%) TP1 + TP2: +$1,780 (+17.8%) B) NVDA Stock Shorter-term buyTheDip – junction 162–163.7 This is for swing traders who don’t want to wait for 146. Buy entries: $163.68, $162.58 Average entry: $163.13 Stop options: Conservative: $159.00 (risk ~4.1 per share) Aggressive: $162.00 (risk ~1.1 per share — tighter, but higher chance of stopout) TP1: $168.70 TP2: $175.50 Rule: After TP1, move stop to breakeven $10k example (conservative stop): Stop: -$252 (-2.5%) TP1 then breakeven: +$167 (+1.7%) TP1 + TP2: +$551 (+5.5%) Why here: This range overlaps with the 165 put cluster and a volume shelf. If NVDA can’t hold it, the next junction is closer to 159. C) NVDA Stock Sell-the-Rip – fade into 174–176 Not everyone wants to buy dips. Some like to fade strength, especially if it’s just a leg up in a broader range. Sell entries: $174.80, $175.80 Average entry: $175.30 Stop: $177.20 TP1: $171.60 TP2: $168.75 Rule: After TP1, stop moves to breakeven $10k example: Stop: -$108 (-1.1%) TP1 then breakeven: +$104 (+1%) TP1 + TP2: +$294 (+2.9%) Why here: This zone lines up with the 175.50 call strike, where resistance often kicks in. Education corner Options clusters: Prices where lots of puts or calls sit. Heavy puts often act as support, heavy calls as resistance. But beware: price can flush beyond clusters to trigger stops before reversing. Volume nodes: Prices where a lot of shares traded in the past. They act as magnets and turning points. Risk per share: Entry minus stop. R (Risk unit): One unit of that risk. If risk is $5/share, then +2R is a $10/share profit. Final thoughts We’re not here to tell you NVDA is “cheap” or “expensive.” We map out clear, conditional trade plans so you can prepare. Some of you will wait for the deep dip at 146. Some will play the nearer swing bounces. Others will prefer to fade strength into the call wall. A hybrid approach is also valid: accumulate small at each junction, responsibly, so you don’t miss the big rebound if it never dips as far as you hoped. This is orientation, not advice. Use these ideas as professional-grade inputs for your own research and risk management. This article was written by Itai Levitan at investinglive.com.

The GBPUSD extended to a fresh high not seen since August 18, with the latest peak reaching 1.35558. That move briefly surpassed Friday’s post-employment high at 1.35541, signaling that buyers were willing to test the waters above a prior key resistance point. However, the momentum has since cooled, and the pair has rotated back down. For now, price action is finding nearby support at the 61.8% retracement of the decline from the September 11 high, which comes in at 1.35397. This level has become an important short-term line in the sand for traders. Holding above keeps the bullish bias intact, while a decisive move back below would suggest a failed breakout and could sap buyer confidence, at least in the near term. In the bigger picture, the ability of the market to push through Friday’s high but struggle to extend gains meaningfully underscores the tug-of-war between buyers trying to build on momentum and sellers looking to fade rallies. If support at 1.35397 holds, buyers may regroup for another push higher, with the next upside targets eyed at the swing area between 1.3576 and 1.35918. Conversely, slipping back below that support with momentum would shift the bias more toward the downside and suggest the breakout attempt has lost steam. The cluster of moving averages including the 100-hour moving average, the 100 day moving average and the 200- hour moving average between 1.3446 and 1.34735 would be targets. This article was written by Greg Michalowski at investinglive.com.

Crypto analyst DOGECAPITAL has predicted that the Dogecoin price could rally above $10. He revealed that the foremost meme coin needs to have a decisive break above a particular level for it to record this parabolic run to the upside. Dogecoin Price Eyes Rally To $10 Based On Cycle 3 Expectations In an X post, DOGECAPITAL indicated that the Dogecoin price could rally to $10 based on historical cycle patterns. He noted that in Cycle 3, which is the current cycle, DOGE has already crossed critical price levels and is now approaching the $0.30 range again. The analyst claimed that if the pattern continues, a decisive break above this level could ignite the next parabolic run. This prediction came as DOGECAPITAL revealed that the Dogecoin price monthly chart reveals a recurring pattern in its price action across each major cycle. He further noted that in every cycle, bullish momentum tends to ignite as the DOGE price nears the intersection of the green and red lines. The analyst added that a parabolic rally typically follows once the price breaks above the yellow line. DOGECAPITAL noted that, in Cycle 1, the Dogecoin price surged 9,221% almost immediately after crossing the green/red line intersection. Meanwhile, in Cycle 2, a similar setup led to a more parabolic rally of over 24,617% for the meme coin after the same crossover. Now, in Cycle 3, DOGE has crossed the green and red lines and is now looking to break above the yellow line for a parabolic rally beyond $10. DOGECAPITAL stated that historically, each bull run has outperformed the last. He alluded to factors such as growing adoption, less inflation, rising institutional interest, and ongoing technological advancements as what could spark a greater rally in this cycle than the previous ones. A Rally To A New ATH Is Imminent In an X post, crypto analyst Kevin Capital suggested that a Dogecoin rally to a new all-time high (ATH) is imminent. He noted that DOGE monthly Stoch RSI crosses during bear markets and bull markets have produced very predictable price action in the past. The analyst added that if the macro continues to align the way it is currently, then it will remain predictable, hinting at a rally to the upside. Kevin Capital noted that the stars need to align not just from a technical analysis perspective, but also in relation to monetary policy expectations and macroeconomic data. From a fundamentals perspective, it is also worth mentioning that the first spot Dogecoin ETF could launch this week after Rex-Osprey teased about the launch last week. At the time of writing, the Dogecoin price is trading at around $0.23, up over 7% in the last 24 hours, according to data from CoinMarketCap.

The USDJPY surged in early trading following the resignation of Japan’s Prime Minister Ishiba over the weekend. From Friday’s close at 147.382, the pair spiked higher in the Asian session, reaching a peak of 148.57—just above the 50% midpoint of the range defined since the August 1 high (148.555). However, momentum could not be sustained. That rally was quickly unwound, with the pair sliding to a European morning low of 147.457, pushing briefly below the 200-hour moving average at 147.727. Over the past several hours, price action has stabilized but remains choppy, with the pair oscillating above and below this key long-term average as traders digest two competing forces: Friday’s sharp downside move driven by a weak U.S. jobs report, and the weekend’s political shock from Ishiba’s resignation, which initially fueled strong yen selling. What’s next? From a broader perspective, buyers managed last week to push USDJPY above its 200-day moving average at 148.735 (highest green line on the on the chart above) on Tuesday and Wednesday. However, momentum stalled after failing against the 61.8% retracement at 149.110 on Wednesday. Sellers then leaned against the 200-day moving average late Wednesday and again Thursday, before Friday’s sharp drop (on the jobs report). Today’s high came in below Thursday’s peak and also stalled near the 50% midpoint, reinforcing bearish control and giving sellers the green light to press lower. So, sellers leaned first against 61.8% retracement, then the lower 200-day moving average and then the lower 50% midpoint. That gives the sellers control. For buyers to regain momentum, it would take a move back above the 147.95–148.166 swing area, followed by a break of the falling 100-hour moving average at 148.192. Clearing those levels would shift the bias back to the upside. Absent that, the tilt remains to the downside, with a break below today’s low (at 147.45) opening the path toward 147.075, and further down to the 146.54–146.80 swing area. This article was written by Greg Michalowski at investinglive.com.

The Japanese yen is in positive territory on Monday. In the European sesssion, USD/JPY is trading at 147.87, down 0.35% on the day. Japan's economy expands 2.2% in Q2 The week has started on a positive note in Japan, as GDP for the second quarter was revised sharply higher to 2.2% y/y, up from the initial reading of 1.0% and above the Q1 gain of 0.3%. This was the fastest pace of growth since Q3 2024, as private consumption was higher, in part due to government subsidies for rice and energy. Exports were higher as firms rushed to ship to the US before the blanket 15% tariffs kicked in. On a quarterly basis, GDP expanded 0.5%, up from the initial reading of 0.3%. The increase in exports could be short-lived, as the US tariffs are making Japanese exports more expensive. Tariffs concerns could delay the Bank of Japan from raising interest rates, and third-quarter GDP will help gauge the effect of the tariffs on Japan's economy. The political uncertainty in Japan is another factor which supports the BoJ staying on the sidelines. Prime Minister Shigeru Ishiba has resigned after a disastrous election in which Ishiba's coalition lost its majority in the lower house of parliament. It remains unclear who will replace Ishiba, with leadership vote expected in October. US nonfarm payrolls fall to 22 thousand US nonfarm payrolls disappointed with a marginal gain of 22 thousand, well below the upwardly revised gain of 79 thousand in July and the market estimate of 75 thousand. The unemployment rate edged up to 4.3% from 4.2%, the highest level since December 2021. The money markets responded to the weak nonfarm payrolls report by fully pricing in a rate cut at next week's meeting, with a 90% probability of a quarter-point cut and a 10% chance of a half-point cut, according to CME's FedWatch. Prior to the jobs release, there was a 0% chance of a half-point cut. USD/JPY Technical USD/JPY is testing support at 147.60. Next, there is support at 146.62There is resistance at 148.37 and 149.35 USDJPY 1-Day Chart, September 8, 2025 Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © 2025 OANDA Business Information & Services Inc.

Crypto markets head into what could be a regime-setting macro week as “this week could reshape everything for the Fed and markets,” warned the @_Investinq account in a weekend thread that laid out a dense sequence of US macro catalysts landing between Tuesday and Friday. While the posts weren’t about crypto per se, the chain of events they describe—labor‐market revisions, wholesale and consumer inflation, jobless claims, energy inventories, and consumer expectations—map almost one-for-one onto the key drivers of the US dollar and Treasury yields. Those, in turn, are the two macro levers that most reliably move digital assets, with bitcoin historically trading inversely to both the dollar and real yields. Crypto Volatility Alert: Fed’s Make-Or-Break Data Week Is Here The week opens with an unusually consequential Tuesday: at 10:00 a.m. ET on September 9, the US Bureau of Labor Statistics will publish its preliminary benchmark revision to March 2025 payrolls alongside the QCEW. This is the annual “fact check” of the establishment survey that anchors jobs data to unemployment-insurance tax records covering more than 95% of payroll jobs. BLS has already flagged the timing; outside research shops have spent weeks priming markets for a significant down-adjustment. Goldman Sachs estimates a reduction on the order of 550,000 to 950,000 jobs for the twelve months through March 2025—potentially the largest 12-month markdown since 2010—an expectation echoed across several market digests and news outlets. The context matters: last year’s preliminary benchmark for March 2024 carved 818,000 jobs off previously reported totals, the biggest hit since the Great Financial Crisis, and it drove a reassessment of labor momentum into the fall. @_Investinq framed it this way: “Think of it as a yearly ‘fact check’ on job growth.” For crypto, a sizable downward revision would validate the “growth-is-slowing” narrative now feeding rate-cut bets into the September FOMC, a backdrop that has historically coincided with softer USD and more supportive cross-asset liquidity. Wednesday morning brings the wholesale inflation check. July’s Producer Price Index re-accelerated to +0.9% m/m and +3.3% y/y, with “final demand” goods up 0.7% and services up 1.1%; the BLS singled out a near 39% jump in fresh and dry vegetable prices and noted that financial services, lodging, and airfares contributed to the services surge. Under the hoods, “core PPI” ex-food and energy rose 0.9% m/m and 3.7% y/y, while the broader trimmed core (excluding food, energy and trade services) advanced 0.6% m/m and 2.8% y/y. @_Investinq cautioned: “Both goods and services are running hot, making it harder for the Fed to dismiss inflation.” Another firm print for August PPI would stiffen the dollar, push up yields, and typically pressure rate-sensitive risk assets—including high-beta crypto. Conversely, a cool-down would ease those headwinds. The August PPI is due Wednesday, Sept. 10 at 8:30 a.m. ET. Energy is the second macro input mid-week. The EIA Weekly Petroleum Status Report hits Wednesday at 10:30 a.m. ET. Draws in crude stocks tend to push oil higher at the margin; higher energy costs feed directly into headline inflation and indirectly into core via transport and production costs. That’s not a crypto-specific datapoint, but it shapes inflation expectations and, by extension, real-yield dynamics that crypto trades against. All Eyes On The CPI The main event is Thursday’s Consumer Price Index, the last inflation read before the Fed’s September 16–17 meeting. In July, headline CPI rose +0.2% m/m and +2.7% y/y, while core CPI ticked up to 3.1% y/y from 2.9%, with sticky categories including shelter, healthcare, recreation, and auto insurance offsetting cheaper energy. “This CPI is the final inflation report before the September Fed meeting,” @_Investinq reminded followers. The August CPI lands Thursday, Sept. 11 at 8:30 a.m. ET. A softer-than-expected print would strengthen the case for a larger policy move, while a surprise re-acceleration—particularly in services—could cap a dovish reaction even if the Fed still cuts. For digital assets, the sign of the surprise matters: cool CPI tends to mean a weaker dollar and flatter real yields, both historically constructive for Bitcoin and the entire crypto market; hot CPI often does the opposite and usually hits altcoins hardest. Also Thursday at 8:30 a.m. ET, weekly jobless claims arrive—a high-frequency pulse on labor slack. “Low claims = strong labor = hawkish Fed. Rising claims = cracks in labor = dovish tilt,” as the @_Investinq thread put it. Markets increasingly treat this series as a tie-breaker when inflation is ambiguous. Officially, the Labor Department’s unemployment-insurance release hits every Thursday morning at 8:30. Friday closes with the University of Michigan preliminary September sentiment and inflation expectations at 10:00 a.m. ET. August sentiment fell to 58.2 (final) from 61.7, while 1-year inflation expectations rose to 4.8%, up from 4.5% in July—what the @_Investinq thread labeled a “toxic combo” of weaker mood and firmer expectations. The Fed watches expectations closely because they tend to shape wage/price behavior; for crypto, higher expected inflation can be a double-edged sword: if it lifts yields and the dollar it’s a near-term drag, but in more extreme risk-off episodes it has also coincided with flows into “anti-debasement” narratives around BTC and gold. FOMC Looms Over Crypto All of this lands in a Fed blackout window ahead of the September decision. The FOMC calendar confirms a September 16–17 meeting, and after Friday’s soft jobs report (nonfarm payrolls +22,000, unemployment 4.3%), several banks moved to price in a cut, with some houses openly debating 25 vs 50 basis points depending on the CPI/PPI path this week. That debate is exactly why “a small decimal swing here could shift trillions,” as @_Investinq put it. From a crypto-specific lens, the distinction matters: a standard 25 bps cut with benign inflation likely weakens the dollar modestly and supports Bitcoin and crypto on the margin; a surprise-large 50 bps cut on the heels of large jobs revisions would underscore growth risk and could flatten the entire curve. The immediate setup therefore looks binary for crypto assets. If Tuesday’s benchmark revision is large and Thursday’s CPI cools, the “USD down / yields down” impulse that crypto likes could reassert into the FOMC, potentially reinforcing a swing back to net inflows into crypto asset funds after episodic outflows in late August. If, however, PPI and CPI print hot, expect the dollar bid to harden, real yields to back up, and the pressure to fall disproportionately on high-beta altcoins while bitcoin’s relative strength—and spot ETF demand—acts as a cushion. As @_Investinq summarized, “This week isn’t just data, it’s the Fed’s last look before September… and markets will trade every decimal.” For crypto, that translation is straightforward: every tenth of a percentage point in PPI/CPI and every hundred thousand jobs in the benchmark revision will be read through the dollar–yields prism and priced first into BTC liquidity, then into altcoin beta. The calendar is set; the pivots will be macro. At press time, the total crypto market cap stood at $3.82 trillion.

The EURUSD is seeing a modest bounce from Friday’s closing levels. Recall that the pair surged sharply on Friday but gave back some of those gains into the close. That late-session correction dipped to the top of a key swing area between 1.16920 and 1.17028, where buyers stepped in. In early trading today, the low once again held against that support before rotating higher. On the hourly chart, the European morning rally extended toward another important resistance zone—defined by swing highs from August between 1.1730 and 1.17419. Sellers leaned against the upper edge of that area, with the session high stalling at 1.17421. The pair is now trading back within the zone near 1.17336. Looking ahead, a break above 1.17419 would open the door to a retest of Friday’s post-employment high at 1.17587. Beyond that, traders will look to the July peaks at 1.1769 and 1.17874, with the yearly high from July 1 at 1.18289 standing as the next major upside target. Conversely, if sellers continue to defend the July highs, focus shifts back to the lower swing area between 1.1692 and 1.17028. A break below this zone would weaken the near-term bias and turn attention toward the converging 100- and 200-hour moving averages, currently clustered around 1.16698. A move through that level would signal a deeper corrective phase and invite additional downside pressure. This article was written by Greg Michalowski at investinglive.com.

Pan American Silver (NYSE, TSX: PAAS) reported major drill results from its La Colorada mine in Zacatecas, Mexico, pointing to new high-grade silver veins that could expand mineral resources, extend mine life and improve economics. The company’s shares rose 3.6% to $35.80 in pre-market trading in New York following the news. Pan American, with a market capitalization of $15.1 billion, called the results a key success of its ongoing exploration program targeting the eastern zone of La Colorada, its largest silver-producing mine. Senior vice-president of exploration and geology, Christopher Emerson, said drilling identified high-grade intercepts both below and along strike of the established vein system. The findings include a new style of high-grade replacement mineralization in the San Geronimo and Cristina zones. The Canadian silver giant said these discoveries will be incorporated into updated mineral resource estimates when it reports annual reserves as of June 30, 2025. Seven-month program The results stem from about 65,000 metres of drilling across 170 holes completed between November 2024 and June 2025. The program extended the Mariana and NC2 vein systems, with Mariana now spanning roughly 1,000 metres and NC2 exceeding 2,000 metres. Both veins show significant vertical extents, reaching more than 350 metres and 500 metres respectively. Exploration development has advanced more than 300 metres eastward across four mine levels between 1,900 and 2,100 metres above sea level. The company also reported higher gold grades than previously seen, suggesting untapped gold potential in future operations. In addition, a new high-grade silver and base metal replacement zone was found at the contact between volcanic and sedimentary rocks in the southeastern section of the mine. Pan American said this breakthrough strengthens geological understanding of La Colorada and highlights a promising exploration target in the Cristina/San Geronimo corridor south of the current operation.

Xinhua is reporting China PM Xi speaking and says: Should adhere to openness and win-win cooperationMaintain the international economic and economic trade orderHe adds that: Certain countries severely impact world economy with a trade war.U.S.–China trade tensions remain high, with recent data showing China’s exports slowing to their weakest pace in six months and shipments to the U.S. plunging by over 30%, underscoring the weight of tariffs on both sides. Recall that the Trump administration extended its tariff truce with Beijing through November 10, keeping average duties around 30% but avoiding fresh hikes for now. This article was written by Greg Michalowski at investinglive.com.

Markets had been desperately awaiting the Non-Farm Payrolls report before making their next move. Yet even after the release, uncertainty remains. Non-Farm Payrolls and their impact on the upcoming weeks Markets had been waiting for today for a while. This Friday brought us the all-important Non-Farm Payrolls report for August, and the numbers were certainly a surprise. The consequential miss—with just 22K new jobs vs 75K exp, and further downward revisions—paints a degrading picture for the labor market. While this would have spurred an immediate risk-off reaction, stocks opened slightly higher, but the reaction quickly shifted when the US equity markets opened, and the 10:00 A.M. bell brought strong profit-taking flows. Major US Indices are closing off their highs despite the increased rate cut bets. The 2-year yield has plummeted to its lowest level since April's Liberation Day trough, and markets are pricing in even more cuts for the year—currently just a bit below 75 basis points. There are three meetings left for the year. With the Fed now entering its pre-FOMC blackout period, Markets will scrutinize any tweet from Nick Timiraos from the WSJ for clues on the upcoming decision. He previously hinted at last-minute calls from the FED to redirect wrongly priced markets during the hike cycle. While interest rate markets start to price in a 50 basis point cut, that probability remains low, hovering around 10% The prospect of aggressive Fed cuts is holding risk appetite from a more risk-off tone across all asset classes, but metals and bonds are painting a picture of a softer economy. Weekly performance from different asset classes Weekly Asset Performance, September 5, 2025 – Source: TradingView The US Dollar has been surprisingly holding strong despite the further pricing for cuts, very close to unchanged throughout the week and even after today's disappointing NFP release. In terms of other assets, stocks and cryptocurrencies are still trading in a hesitant but upward path – Next week's open will be crucial to spot how participants envision the upcoming CPI and PPI reports. More details on this below. The best performers of this week have largely been the Metals, with the most-traded Gold and Silver pushing to new highs, with both up 4% on the week. As a matter of fact, Gold marked some new all-time highs ($3,600!) and is closing at its highs, a strong sign of continuation for next-week. On the other hand, increased supply prospects are really not helping Oil which was subject to a decent rebound last week but is down 3.5% (due to continued Russia-Ukraine war and OPEC+ rising their output) throughout this weekly trading, back to its mid-month $62 support. Read More: US Indices technicals as they open higher despite the miss in NFP – Cuts pricing boost stocks but sellers appearEUR/USD Breaks Channel as Rate Cut Bets Ramp Up… Potential 370 Pip Rally Incoming?The Week Ahead – Moving towards Inflation week and key trade data from China Trading has picked up again after a dull August – and as per usual, September offers intense volatility. This phenomenon is picking up with the upcoming September 17th FOMC Meeting, which now offers at 100% pricing for a 25bps and maybe more. Asia Pacific Markets - Trade data from China: Tariffs may now start to show in the numbers Asia-Pacific markets head into a heavy week of data with Japan, China, and Australia all on deck which should provide a clearer picture of the impact of tariffs. Japan kicks things off Sunday evening with a batch of Q2 GDP releases (quarterly, annualized, and the deflator) alongside the Current Account balance. Yen may find some relief from the increase US cut prospects, but that is still to see in next week's trading. At the same time, China releases its August trade data (exports, imports, and the trade balance in both CNY and USD terms). As a reminder, these numbers often set the tone for commodity-linked FX like the AUD and NZD. Monday brings Australia’s Westpac Consumer Confidence print, a useful gauge of sentiment before more heavyweight Chinese data arrives. On Tuesday, China is back in focus with CPI and PPI for August—inflation metrics that could confirm whether deflationary pressures are persisting or starting to ease. These releases will carry weight not just for China’s policy outlook but also for regional risk appetite. Finally, on Thursday, New Zealand drops its Business NZ PMI, an important look at whether the Kiwi economy is keeping pace with regional peers. All told, Japan’s growth data, China’s trade and inflation prints, and Australia’s sentiment survey will dominate the conversation across Asia, while New Zealand quietly rounds out the APAC week with its own manufacturing snapshot. US, Europe and UK Markets - US Inflation and the ECB Rate Decision In the US, eyes are glued to August inflation prints: PPI on Wednesday and CPI on Thursday. Both will be decisive in showing how much of the recent tariff-led inflation is flowing into prices. Last month’s PPI spike was a wake-up call, and another upside surprise would force markets to reassess the Fed’s cutting path. The usual Jobless Claims, U-of-Mich consumer sentiment, and the Monthly Budget Statement follow, but inflation is really the dominant theme. In Europe, the calendar is also busy. German Industrial Production and the Eurozone Trade Balance open the week, before focus shifts to Thursday’s ECB policy decision. Except for a major surprise, rates in Europe are for now still expected to stay put for this year (almost no cut priced in). On Friday, the Eurozone Harmonized CPI will add another inflation datapoint just as markets parse US figures. The UK and Canada, by contrast, are quieter. The UK has no major releases, while Canada steps back after this week’s atrocious labor report. Sterling and the loonie will likely trade off USD’s reaction to US inflation and the leftover reactions to the NFP data. With tariffs clearly bleeding into producer prices and consumers not far behind, the upcoming week may well define whether markets are correct in the increasing pricing Fed cuts—or if the inflation story isn’t done yet. For all market-moving economic releases and events, see the MarketPulse Economic Calendar. (High-tier data only) Safe Trades and enjoy your weekend! Follow Elior on Twitter/X for additional Market News, Insights and Interactions @EliorManier Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © 2025 OANDA Business Information & Services Inc.

The USD is mostly lower to start the US trading day/week (the exception is the vs the JPY after Prime Minister Ishiba's resignation) after the August 2025 U.S. jobs report which showed a sharp slowdown in hiring, with nonfarm payrolls rising just 22,000, well below expectations, while the unemployment rate climbed to 4.3%, its highest since 2021. Job losses were seen in manufacturing, construction, and government, offset only by modest gains in healthcare, retail, and leisure. The prior months were revised downward, reinforcing the trend of weakening labor demand. The three-month average of U.S. nonfarm payrolls is currently about 29,000 jobs per month, well below the 12-month average of roughly 122,000. This sharp slowdown highlights notable labor market weakness and adds dovish pressure on the Federal Reserve as it considers rate cuts. Markets reacted swiftly—Treasury yields tumbled, equities and gold rallied, the USD fell and futures priced in a near-certain 25 bps Fed rate cut at the September 17 meeting, with additional easing likely by year-end. Overall, the report was dovish for the Fed, though CPI and PPI will be releases which could still limit the Fed's ability to go too hard on easing. A look at the change in the USD vs the major currencies current shows: EUR -0.11%JPY +0.24%GBP -0.20%CHF -0.34%CAD -0.22%AUD -0.56%NZD -0.75%Over the weekend, Japan Prime Minister Shigeru Ishiba announced his resignation following a wave of electoral defeats that stripped the ruling Liberal Democratic Party (LDP) of its majority in both houses of Japan’s parliament. Despite having just sealed a critical U.S.–Japan trade deal that eased automotive tariffs and secured major Japanese investments in the U.S., Ishiba said he would step down to take responsibility for the party’s losses and to preclude a divisive leadership fight. His departure ushers in a period of political uncertainty for Japan—compounded by a lingering fundraising scandal that had eroded public trust. Key contenders to succeed him include figures like Sanae Takaichi, Shinjiro Koizumi, Yoshimasa Hayashi, and Toshimitsu Motegi. Markets have responded yen weakening, stock indices rallied on hopes of clarity, and bond yields spiked amid the leadership vacuum. Looking at the trading week ahead, the highlights on the economic calendar will include the PPI and CPI data on Wednesday and Thursday. In addition, the ECB will meet with expectation of no change in rates. Below is a list of the key releases this week. Wednesday, September 10 USD Core PPI m/m — Forecast: 0.3% | Previous: 0.9% USD PPI m/m — Forecast: 0.3% | Previous: 0.9% NZD RBNZ Gov Hawkesby Speaks Thursday, September 11 EUR Main Refinancing Rate — Forecast: 2.15% | Previous: 2.15% EUR Monetary Policy Statement USD Core CPI m/m — Forecast: 0.3% | Previous: 0.3% USD CPI m/m — Forecast: 0.3% | Previous: 0.2% USD CPI y/y — Forecast: 2.9% | Previous: 2.7% USD Unemployment Claims — Forecast: 234K | Previous: 237K EUR ECB Press Conference Friday, September 12 GBP GDP m/m — Forecast: 0.0% | Previous: 0.4% USD Prelim UoM Consumer Sentiment — Forecast: 58.0 | Previous: 58.2 USD Prelim UoM Inflation Expectations — Forecast: 4.8% | Previous: (not shown, likely prior month level) Also over of the weekend, Pres. Trump said that Warsh, Waller, and Hassett were leading the way for Fed chair nomination. Looking at other markets to kickstart the new trading week in the US session, the major US stock indices are trading higher: S&P index up 9.75 points Dow industrial average up 50.14 points NASDAQ index up 67.56 pointsIn the US debt market, yields are lower: 2-year yield 3.492%, -1.4 basis points5 year yield 3.571%, -1.2 basis points10 year yield 4.072%, -1.4 basis points30 year yield 4.751%, -2.2 basis pointsin other related markets: Crude oil is up $1.32 or 2.15% at $63.21Gold is trading to a new record high. The price is currently up $30 or 0.85% at $3616.04Silver is also higher by $0.28 or 0.71% at $41.23. That the highest level since 2011.Bitcoin is trading up $852 at $111,996. The price closed on Friday at $110,669. This article was written by Greg Michalowski at investinglive.com.

Fidelity introduced the Fidelity Digital Interest Token (FDIT), an Ethereum-based tokenized share of the U.S. Treasury securities and cash equivalents, on August 4, 2025. This marks Fidelity’s official entry into the landscape of tokenized real-world assets (RWAs). Earlier this month, the funds have spiraled to over $200M in assets. However, there has been minimal investor participation so far. Records show that only two holders have been identified so far — one holds almost $1M in tokens, and the other manages the rest. While Fidelity hasn’t made any official announcement yet, the Institution’s earlier SEC filing may have laid the groundwork for this launch. Nonetheless, this step signals its growing interest in real-world asset (RWAs) tokenization. And it certainly paves the way for more crypto adoption from institutions and retail users alike. As the past has shown, this often translates to positive chart action from altcoins, and one in particular, Best Wallet Token ($BEST) is making waves now. What Is Fidelity Digital Interest Token and Why Is It a Big Move? FDIT is an ERC-20 token that offers 24/7 transferability and several other exclusive features tailored for institutional investors. It invests in short-duration U.S. Treasury securities via the underlying OUSG token. Since its launch in August 2025, the Bank of New York Mellon has held the FDIT’s assets, ensuring traditional financial oversight. FDIT charges an annual management fee of 0.20% with no performance fees and is currently available exclusively to institutional investors. The FDIT launch positions Fidelity alongside prominent asset managers, such as BlackRock and Franklin Templeton, in the tokenized treasury market. Fidelity’s token launch also marks the integration of blockchain technology into the traditional finance sector—a trend that improves liquidity, transparency, and increases operational efficiency. Evolving Landscape of Tokenized Finance – Telling Story for Crypto According to recent trends from Token Terminal, tokenized real-world assets have surpassed $300B, a milestone expected to be reached by 2030. Another report by RedStone states that RWAs on-chain could reach up to $30T by 2034. Furthermore, the recent FDIT launch signals the growing trust in Ethereum-based financial products. These trends, along with FDIT’s choice of Ethereum, reassure investors that it can handle serious, institutional-grade assets while also acting on the strong crypto vision many others (like Strategy) are sharing. Additionally, government-backed bonds, such as Ondo USDY and BUIDL fund, and other tokenized money-market funds, have joined the bandwagon alongside gold-backed tokens. Ultimately, this highlights that traditional finance is embracing blockchain technology. This union lays a strong bullish landscape for Ethereum-based projects. Building on this momentum, the Best Wallet Token ($BEST) presale gives investors the best entryway to a growing Ethereum ecosystem. Let’s see why. Best Wallet Token: Get In Early on Ethereum’s Next Wave Best Wallet Token ($BEST) is the utility token of Best Wallet, a non-custodial crypto wallet. The software-based wallet lets you buy, hold, and sell tokens on six major chains: Bitcoin Solana Ethereum Base Chain Binance Smart Chain Solana Staking is coming soon, according to the roadmap, alongside market intel analytics, 60+ chain support, and even a Best Card for fiat transactions. Most importantly, Best Wallet is the only crypto wallet that lets you buy the best crypto presales from your mobile. No need to visit external sites! Joining the presale gives you access to premium features, like reduced transaction fees, higher staking rewards, and community governance in a DAO ecosystem. Early $BEST token adopters could indirectly benefit from the expansion of blockchain-based financial products. Additionally, you can become part of a growing community that could reshape the crypto wallet and DeFi industry as we know it. The presale has raised over $15.6M so far, with a $70K whale buy on September 2 that indicates growing retail interest. The token is currently $0.025605 but our Best Wallet Token price prediction forecasts a price of $0.05106175 by the end of 2026, almost a 2x purely by holding the token. The presale concludes by December 31, 2025, or once all the tokens are sold. So, there’s still time to buy one of the best altcoins of 2025. To buy Best Wallet Token, visit the official presale page or read our ‘How to Buy $BEST’ guide! Takeaways: FDIT’s Launch Speaks Volumes of the Growing Industry Fidelity’s FDIT launch reflects the growing institutional confidence in Ethereum-based financial products, emphasizing the potential of tokenized assets and their ability to transform traditional finance. As blockchain adoption gains momentum, investors are exploring early-stage investment opportunities like Best Wallet Token ($BEST), which capitalizes on the nascent stage of blockchain adoption. But remember that crypto is volatile, and this is not financial advice. Do your own research! Authored by Aaron Walker, NewsBTC – https://www.newsbtc.com/news/tokenization-market-300b-fidelity-launch-best-wallet-token

Ethereum is currently trading at a critical price level after several days of tight consolidation. Just two weeks ago, ETH reached a new all-time high, marking a local top that could signal a pause in its strong rally. Since then, price action has narrowed into a range, reflecting both profit-taking and caution from traders. Still, the underlying fundamentals remain supportive of Ethereum’s long-term outlook. Whale accumulation continues to play a vital role, as large investors steadily add ETH to their holdings, signaling confidence in further upside. In addition, supply on exchanges has been trending lower, reducing immediate selling pressure and creating a favorable setup for a renewed push higher. These dynamics suggest that ETH remains well-positioned for another move into price discovery once consolidation resolves. Top analyst Maartunn shared data highlighting that Ethereum still leads in trading volume compared to Bitcoin and other altcoins, despite recent volatility. This reflects ETH’s growing dominance in market activity and investor interest, reinforcing its role as a leading asset in the current cycle. While short-term risks of correction remain, the strong fundamentals and trading activity could pave the way for Ethereum’s next leg higher once momentum returns. Ethereum Momentum Cools: Market Enters Cautious Phase According to Maartunn, Ethereum continues to dominate the crypto market in terms of trading volume, but activity has noticeably cooled off in recent sessions. Volume as a percentage of overall market activity has declined from recent highs, signaling a slowdown in momentum. This shift suggests that the euphoric state many ETH investors experienced during the rally to new all-time highs is fading, giving way to a more cautious environment. After weeks of aggressive buying and accumulation, many participants are now either securing profits or cutting smaller losses at current levels. This profit-taking phase is typical after a strong upward move, especially when Ethereum has been testing key levels without breaking higher. As a result, the market has shifted into a consolidative state, marked by reduced enthusiasm and a more measured approach from traders and institutions alike. Despite this cooling trend, optimism for Ethereum remains intact. Many analysts believe September could be a slow month for ETH, with sideways price action dominating, yet the possibility of a surprise rally cannot be dismissed. Strong fundamentals, such as declining exchange reserves and steady whale accumulation, still support Ethereum’s long-term bullish case. If demand picks up again, the recent cooldown may prove to be nothing more than a healthy reset before Ethereum makes another attempt at price discovery. This cautious but hopeful outlook highlights the delicate balance in Ethereum’s current market structure—where the fading excitement of euphoric highs is countered by resilient fundamentals and the potential for renewed strength once momentum returns. Consolidation Tightens Around Key Level Ethereum (ETH) is trading around $4,314, continuing its consolidation phase after failing to reclaim the $4,500 resistance in recent sessions. The chart shows ETH forming a tight range above $4,250, with volatility narrowing as both bulls and bears wait for a decisive breakout. The 50-day moving average sits above current price action, acting as resistance and reinforcing the difficulty ETH faces in mounting a recovery. Meanwhile, the 100-day moving average has flattened near $4,375, aligning closely with the consolidation zone and signaling indecision in the short term. On the downside, the 200-day moving average around $3,850 provides strong support, suggesting that even if ETH breaks lower, the broader uptrend remains intact. This aligns with Maartunn’s observation that while Ethereum continues to dominate trading volume across the crypto market, activity has cooled compared to previous highs. The reduced participation reflects a cautious environment where many investors are locking in profits or waiting for clearer signals. A decisive move above $4,500 could reignite bullish momentum, while losing the $4,200 level risks opening a path toward deeper correction targets near $3,900. For now, ETH remains range-bound, awaiting a catalyst. Featured image from Dall-E, chart from TradingView

Headlines: Gold powers through $3,600 as the upside breakout continues to runGold remains supported amid dovish Fed bets and weaker US dataUSD/JPY looks to close the opening gap as the session gets underwayEURUSD is threatening a breakout of the month-long rangeHow have interest rates expectations changed after the NFP report?Eurozone September Sentix investor confidence -9.2 vs -2.0 expectedGermany July trade balance €14.7 billion vs €15.3 billion expectedGermany July industrial production +1.3% vs +1.0% m/m expectedSNB chairman Schlegel: There is a high bar to negative ratesHeads up: French prime minister Bayrou set to face confidence vote laterJapan's ruling LDP party making preparations to hold leadership vote on 4 October - reportMarkets: AUD leads, JPY lags on the dayEuropean equities higher; S&P 500 futures up 0.2%US 10-year yields down 0.2 bps to 4.083%Gold up 0.8% to $3,615.72WTI crude oil up 1.8% to $63.05Bitcoin up 0.6% 111,799There weren't too many notable headlines on the session as markets are still digesting the rumblings from the disappointing US jobs report on Friday. The dollar is mostly softer, only managing to hold higher against the yen among the major currencies. But that itself owes to the yen being weaker after Ishiba announced his resignation as prime minister over the weekend. USD/JPY opened with a gap higher but more or less filled that during the session in a fall from 148.00 to 147.46 before nudging back up to 147.70 levels currently. Another win for the gap traders. Besides that, the dollar is slightly lower across the board with USD/CHF down 0.3% to 0.7955 while EUR/USD is just marginally up by 0.1% to 1.1730. Large option expiries is helping to limit price action for the latter so far on the day, alongside some nervous anticipation ahead of the political situation in France. The antipodes are the big gainers, with AUD/USD up 0.6% to 0.6593 and NZD/USD up 0.7% to 0.5935 on the day. In the equities space, the mood music is holding up better with US futures and European equities posting slight gains. That comes after a setback after the brief cheer following the non-farm payrolls at the end of last week. Can Wall Street hold on to gains? Or will the September seasonal override the momentum? It's going to be tricky especially with the US CPI still to come later this week as well. But as we saw from last week, the standout mover again to start the new week is of course gold. The precious metal is now breaking new barriers in pushing above $3,600 while silver is up 0.6% to above $41. The hot streak continues as everything is falling into place for the surge to new highs. This article was written by Justin Low at investinglive.com.

Most Read: Markets Today: Japan PM Resigns, Gold Above $3600/oz, China Exports Miss Forecasts, FTSE 100 Holds at Support Oil prices have risen as much as 1.8% at the start of the week as Oil pares last week's losses. The rally this morning has come as a surprise to some quarters after eight OPEC + members agreed to lift output by 137,000 bpd from October. However, the move by OPEC + was seen as more modest than expected and thus saw market participants shrug off the potential consequences. On top of that, markets are focused on the possibility of more sanctions on Russian crude.after Russia hit Ukraine with its biggest air attack since the start of the war. For now, concerns around Russian supply are keeping Oil prices supported. Russia-Ukraine Developments Frederic Lasserre, an expert from the energy trading company Gunvor, stated on Monday that new sanctions against countries that buy Russian oil could disrupt the global oil supply. This comes after Russia carried out its largest air attack of the Ukraine war over the weekend, which set fire to a government building in Kyiv and killed at least four people, according to Ukrainian officials. On Sunday, Donald Trump said that several European leaders would visit the U.S. to talk about how to solve the conflict. Over the weekend, the investment bank Goldman Sachs released a note saying it expects a slightly larger surplus of oil in 2026. They believe that increased oil production in the Americas will be greater than the decrease in supply from Russia and the stronger demand worldwide. Goldman Sachs kept its oil price forecast for 2025 the same, and for 2026, it predicts the average price for Brent crude to be $56 a barrel and for West Texas Intermediate crude to be $52 a barrel. OPEC + Production Increases as Saudi Arabia Strategy Pivot Continues OPEC+, a group of major oil producers led by Saudi Arabia, announced a surprise plan to increase oil production. Although this might seem like a risk to a market that already has too much oil, the actual effect on prices will likely be small. The decision is more about politics. Saudi Arabia is using this to show its leadership, gain a bigger share of the market, and strengthen its relationship with the U.S. The group agreed to gradually undo 1.65 million barrels per day of production cuts that were supposed to last until the end of 2026. They will increase their output by 137,000 barrels per day in October. At this rate, it will take them a year to fully reverse those cuts. Source: LSEG While the market is expected to have a surplus of oil due to increased production from countries like the U.S. and Argentina, the actual amount of new oil added by OPEC+ will probably be less than announced. This is because most members are already producing as much as they can. However, Saudi Arabia is a major exception. It has a lot of extra production capacity, unlike Russia, which is limited by sanctions. This puts Saudi Arabia in a strong position to increase its market share, especially from U.S. oil companies that may slow down production as prices fall. This pivot by Saudi Arabia has been something which has been building over the past few months. The strategy does seem to be a sound one and time will tell whether the Saudis will reap the benefits. For now though, this move may keep further Oil price gains in check as oversupply concerns also remain a concern. WTI Oil Daily Chart, September 8, 2025 From a technical analysis standpoint, Oil is eyeing a recovery after last week's selloff. However, the fundm=amentals might continue to keep a prolonged rally in check as uncertainties continue to dominate the agenda. Immediate resistance rests at the 100-day MA which rests at 64.65 before the 66.15 and 67.30 handles come into focus. A move lower from current prices, could bring last week's swing low around 61.50 before the 60.70 and the YTD low at 55.10 come into focus. WTI Oil Daily Chart, September 8, 2025 Source: TradingView (click to enlarge) Client Sentiment Data Looking at OANDA client sentiment data and market participants are long on WTI with 89% of traders net-long. I prefer to take a contrarian view toward crowd sentiment and thus the fact that so many traders are long means WTI prices could decline in the near-term. Follow Zain on Twitter/X for Additional Market News and Insights @zvawda Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. Visit https://www.marketpulse.com/ to find out more about the beat of the global markets. © 2025 OANDA Business Information & Services Inc.

Most Read: Markets Today: Japan PM Resigns, Gold Above $3600/oz, China Exports Miss Forecasts, FTSE 100 Holds at Support Oil prices have risen as much as 1.8% at the start of the week as Oil pares last week's losses. The rally this morning has come as a surprise to some quarters after eight OPEC + members agreed to lift output by 137,000 bpd from October. However, the move by OPEC + was seen as more modest than expected and thus saw market participants shrug off the potential consequences. On top of that, markets are focused on the possibility of more sanctions on Russian crude.after Russia hit Ukraine with its biggest air attack since the start of the war. For now, concerns around Russian supply are keeping Oil prices supported. Russia-Ukraine Developments Frederic Lasserre, an expert from the energy trading company Gunvor, stated on Monday that new sanctions against countries that buy Russian oil could disrupt the global oil supply. This comes after Russia carried out its largest air attack of the Ukraine war over the weekend, which set fire to a government building in Kyiv and killed at least four people, according to Ukrainian officials. On Sunday, Donald Trump said that several European leaders would visit the U.S. to talk about how to solve the conflict. Over the weekend, the investment bank Goldman Sachs released a note saying it expects a slightly larger surplus of oil in 2026. They believe that increased oil production in the Americas will be greater than the decrease in supply from Russia and the stronger demand worldwide. Goldman Sachs kept its oil price forecast for 2025 the same, and for 2026, it predicts the average price for Brent crude to be $56 a barrel and for West Texas Intermediate crude to be $52 a barrel. OPEC + Production Increases as Saudi Arabia Strategy Pivot Continues OPEC+, a group of major oil producers led by Saudi Arabia, announced a surprise plan to increase oil production. Although this might seem like a risk to a market that already has too much oil, the actual effect on prices will likely be small. The decision is more about politics. Saudi Arabia is using this to show its leadership, gain a bigger share of the market, and strengthen its relationship with the U.S. The group agreed to gradually undo 1.65 million barrels per day of production cuts that were supposed to last until the end of 2026. They will increase their output by 137,000 barrels per day in October. At this rate, it will take them a year to fully reverse those cuts. Source: LSEG While the market is expected to have a surplus of oil due to increased production from countries like the U.S. and Argentina, the actual amount of new oil added by OPEC+ will probably be less than announced. This is because most members are already producing as much as they can. However, Saudi Arabia is a major exception. It has a lot of extra production capacity, unlike Russia, which is limited by sanctions. This puts Saudi Arabia in a strong position to increase its market share, especially from U.S. oil companies that may slow down production as prices fall. This pivot by Saudi Arabia has been something which has been building over the past few months. The strategy does seem to be a sound one and time will tell whether the Saudis will reap the benefits. For now though, this move may keep further Oil price gains in check as oversupply concerns also remain a concern. WTI Oil Daily Chart, September 8, 2025 From a technical analysis standpoint, Oil is eyeing a recovery after last week's selloff. However, the fundm=amentals might continue to keep a prolonged rally in check as uncertainties continue to dominate the agenda. Immediate resistance rests at the 100-day MA which rests at 64.65 before the 66.15 and 67.30 handles come into focus. A move lower from current prices, could bring last week's swing low around 61.50 before the 60.70 and the YTD low at 55.10 come into focus. WTI Oil Daily Chart, September 8, 2025 Source: TradingView (click to enlarge) Client Sentiment Data Looking at OANDA client sentiment data and market participants are long on WTI with 89% of traders net-long. I prefer to take a contrarian view toward crowd sentiment and thus the fact that so many traders are long means WTI prices could decline in the near-term. Follow Zain on Twitter/X for Additional Market News and Insights @zvawda Opinions are the authors'; not necessarily that of OANDA Business Information & Services, Inc. or any of its affiliates, subsidiaries, officers or directors. The provided publication is for informational and educational purposes only. If you would like to reproduce or redistribute any of the content found on MarketPulse, an award winning forex, commodities and global indices analysis and news site service produced by OANDA Business Information & Services, Inc., please refer to the MarketPulse Terms of Use. 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Fundamental Overview Crude oil looked set for a rally into the 70.00 level last week after some key technical breakouts but eventually dropped all the way back to the most recent low around the 61.45 level. The catalysts were the Reuters report saying that OPEC+ was set to hike output at the Sunday’s meeting again, and then the soft US data that threw in some economic slowdown fears. The market positioned bearish into the weekend in a classic “buy the rumour” move. Over the weekend, OPEC+ hiked output by 137K bpd per month and said that adding the remainder of the 1.66 million barrels of cuts will be contingent on “evolving market conditions” and increases could even be reversed. That helped the market as oil prices bounced back on the more cautious OPEC+ guidance and the “sell the fact” trade. Moreover, there are some fears that new sanctions on Russia could lift prices further, although in the bigger picture sanctions generally have limited impact on prices due to shadow markets and market flexibility. In the short-term though, they could give prices a boost. Fed rate cuts could also help spurring growth and switch the market focus towards higher future demand. Crude Oil Technical Analysis – Daily Timeframe On the daily chart, we can see that crude oil looked like it was breaking out last week with the price probing above the trendline and the 64.00 zone, but eventually it turned out to be a fakeout following the reports of potential OPEC+ output hike and then the weaker US data. The price dropped all the way back to the most recent low at 61.45 where it bounced as the market “bought the fact” on the OPEC+ hike. Crude Oil Technical Analysis – 4 hour Timeframe On the 4 hour chart, we can see that the price is now approaching the key 64.00 zone again. This is where we can expect the sellers to step in with a defined risk above the zone to position for a drop into new lows. The buyers, on the other hand, will look for a break higher to increase the bullish bets into the 66.00 handle next. Crude Oil Technical Analysis – 1 hour Timeframe On the 1 hour chart, we can see that we have a minor upward trendline defining the bullish momentum on this timeframe. The buyers will likely continue to lean on the trendline with a defined risk below it to keep pushing into new highs, while the sellers will look for a break lower to pile in for a drop into the 61.45 low. The break might also just provide a pullback for the buyers to enter at better prices and not necessarily lead to new lows. The red lines define the average daily range for today. Upcoming Catalysts On Wednesday we have the US PPI report. On Thursday, we get the US CPI report and the latest US Jobless Claims figures. On Friday, we conclude the week with the University of Michigan Consumer Sentiment report. This article was written by Giuseppe Dellamotta at investinglive.com.

Polkadot crypto might be out of the top 30, slipping below Toncoin (TON crypto) and Cronos (CRO) in the market cap ranking. However, this does not mean DOT USD is not being watched. DOT USD is firm at spot rates, and the candlestick arrangement suggests that the Polkadot price is primed for major gains that could propel it to new H2 2025 highs in the coming sessions. Coingecko data shows that Polkadot crypto has been stable in the past day and week, adding roughly +5%. At this pace, DOT USD is shaking off the weakness seen from mid-August 2025, finding a solid footing for possible gains. Still, DOT crypto has not completely reversed losses of the past year, and is down nearly -3%. However, looking at DOT/USDT from a top-down preview, Polkadot bulls need to step up, ideally forcing the DOT price above $5 and Q2 2025 highs for a chance of buy trend continuation. (Source: Coingecko) On Coinglass, sentiment is shifting for the better. Most traders are bullish, looking at the long/short ratio on Binance and OKX. On Binance, the top trader long/short ratio is 3.9, while on OKX, it is 2. This metric suggests that traders across major exchanges are positioning for a possible breakout. In the short term, a close above $5 will be massive and set a solid ground for a leg up that would define price action in H2 2025. (Source: Coinglass) DISCOVER: 9+ Best High-Risk, High-Reward Crypto to Buy in 2025 Will DOT USD Soar 600% To $23? Analyst Bullish From the daily chart, the possibility of DOT ▲2.09% surging cannot be discounted. The Polkadot price is still confined within the July 2025 range. Despite the cool-off in August, prices are still inside this bullish range, forming a flag. PolkadotPriceMarket CapDOT$6.49B24h7d30d1yAll time As it is, the local support is at $3.5 and $4, while the resistance is at $4 and $4.5. If Polkadot crypto buyers flow back, a high-volume close could see DOT crypto fly above $5 to as high as $5.5. In this way, DOT USD could outperform even some of the top Solana meme coins. On X, however, one analyst is bullish. He’s convinced Polkadot crypto is preparing for massive gains to lift it towards $23. (Source: CCatalyst_2, X) In the post, the analyst notes that DOT USD has found a firm footing above $3.5. Moreover, since prices are consolidating, there is a high probability of DOT crypto breaking above the descending wedge, lifting the coin to as high as $23.8, a +600% rally. Usually, a breakout above the wedge, a bull flag, is a solid signal that buyers have retaken control. In the DOT USD case, there is a chance that if the DOT price breaks above the current chop and wedge, bulls will easily reclaim July and August highs, qualifying it as the next crypto to explode. DISCOVER: Best New Cryptocurrencies to Invest in 2025 United States SEC Delays Spot Polkadot ETF Application The confidence among DOT crypto traders comes days after the United States SEC postponed its decision on the application made by Grayscale for a spot Polkadot ETF. In their response, the SEC extended the review period by another 60 days to November 8. Grayscale proposes creating a Polkadot Trust that provides institutions and retailers with access to DOT in a regulated environment. Unlike the spot Ethereum ETF, the application retains staking capabilities. As such, investors will have a chance to earn DOT rewards from their holdings. As of September 2025, the United States SEC has approved only two spot crypto ETFs. Notably, BlackRock, one of the world’s largest asset managers, is involved in these two products. BlackRock has previously stated that it “will be a while” before issuing any additional spot ETFs related to altcoins, including Polkadot and XRP. It remains to be seen whether the United States SEC will approve another spot crypto ETF to add to its list. However, the agency generally expects to approve a spot Solana ETF. (Source: Polymarket) Punters are placing a 99.99% probability of the product hitting the market by the end of the year. DISCOVER: 20+ Next Crypto to Explode in 2025 DOT USD Ready For A 600% Rally To $23? Polkadot ETF Delays DOT USD in a bullish formation Will Polkadot crypto soar to $23? United States SEC delays ruling on spot DOT ETF BlackRock not involved in the spot Polkadot ETF race The post DOT USD Ready For A +600% Rally To $23? Polkadot ETF Delays appeared first on 99Bitcoins.

The token behind MYX Finance, a decentralized exchange for perpetual derivatives, surged more than +173% in a single day. Let’s dive into what’s driving this surge. The spike pushed its fully diluted valuation close to $3Bn, but market watchers say the move may not be entirely organic. MYX Finance runs a non-custodial exchange that uses a “Matching Pool Mechanism” to reduce slippage by pooling liquidity. It also allows trades across multiple blockchains, positioning itself as a leaner alternative to centralized futures markets. The platform highlights capital efficiency as a key feature. How Did MYX Price Jump Over +173%? MyohoPriceMarket CapMYX$0.0024h7d30d1yAll time The token has experienced a significant surge, blasting over +173% in 24 hours. In the last 24 hours, volumes topped $250M, led by Bitcoin ($160M) and Ethereum ($122M) pairs. Smaller markets such as BNB ($98,000) and MYX’s own token ($41,000) saw little activity. Analysts say the figures underline investor preference for major coins, while minor tokens remain on the sidelines. One analyst argued that the rally shows a strong appetite from venture capital and family funds for new perpetual DEX projects. Some even suggested that if momentum continues, the project could target a $10Bn valuation. https://twitter.com/derteil00/status/1964752204180373805 Charts from Toknex show that funding rates on MYX perpetual contracts briefly hit +80% before easing to around -31%. https://twitter.com/Toknex_xyz/status/1964758520781574441 Such levels signal aggressive long positioning, a sign that traders are heavily betting on upside, and this often precedes a reversal. (Source – MYX perpetual contract funding rates on Binance and Bybit – Tokenix) Open interest climbed sharply during the rally. Binance futures OI rose to $101.6M, while Bybit reached $42.5M. The increase shows fresh capital entering the market, but also raises the risk of liquidation cascades if prices turn lower. In short, enthusiasm is high, but so is the downside risk. (Source – MYX open interest vs. price action – Tokenix) DISCOVER: Best Meme Coin ICOs to Invest in 2025 MYX Price Analysis: Will MYX Price Hold $3.00 Support After Its +150% Breakout? The MYX/USDT 4-hour chart reveals a decisive breakout after weeks of calm trading. MYX stayed in a narrow band between $1.20 and $1.40 from late August through early September with little movement or volume. That changed on September 7, when the token shot from $1.40 to above $3.60 within an hour, a more than +150% surge. When writing, MYX price trades near $3.50, just under the $3.70 session high. (Source – MYX USDT, TradingView) The breakout is clear: price has moved well above the 50-EMA ($1.43) and 100-EMA ($1.32), signaling strong upward momentum. Trading volume jumped to 1.47M, showing heavy participation from retail and institutional players. This setup reflects a textbook accumulation-to-breakout move. Long periods of sideways trading often end with a sudden spike, sometimes driven by short squeezes or coordinated buying. Still, the vertical nature of the rise raises the chance of a pullback. Traders are watching whether MYX can hold $3.00 as new support. A failure to do so could send the price back toward the earlier range of $1.50-$2.00. DISCOVER: Top 20 Crypto to Buy in 2025 Why Are Analysts Warning of Manipulation? Concerns are growing that MYX’s latest rally may not have been entirely organic. DefiLlama data shows daily perpetual volumes jumping between $6Bn and $9Bn, which is out of line with the token’s actual market size. (Source: Perpetual Volume, DeFiLlama) Some analysts say the pattern suggests possible wash trading designed to exaggerate activity. https://twitter.com/0xD0M_/status/1964725748687901053 According to Coinglass data, more than $10M in short positions were wiped out in one session. (Source: MYX Liquidation Chart, Coinglass) Observers believe large players may have pushed prices higher on purpose, triggering a wave of forced short squeezes. Adding to the unease, roughly 39M tokens were unlocked during the rally. Critics argue that early holders used the surge to cash out while retail buyers rushed in. On-chain activity also shows wallet flows being funneled through central addresses on PancakeSwap, Bitget, and Binance. To many, that looks less like natural demand and more like a coordinated move. DISCOVER: 9+ Best High-Risk, High-Reward Crypto to Buy in 2025 Join The 99Bitcoins News Discord Here For The Latest Market Updates The post What is MYX Crypto? Why did MYX Price Just Blast +173%? appeared first on 99Bitcoins.

Nvidia has struck a $1.5 billion agreement with cloud startup Lambda to lease 18,000 of its own GPU servers from Lambda over four years. In this article, we will unpack why Nvidia took this step, what forecasts and risks lie ahead for the company, and how traders might capitalize on the situation. Once again, Nvidia has demonstrated its ability to set the pace in the era of artificial intelligence. The company has inked a $1.5 billion deal with Lambda, a player in cloud computing. Under the agreement, Nvidia will rent 18,000 GPU servers from Lambda over the next four years—the very same units Nvidia originally supplied. This circular flow of GPUs is not just visually striking, but strategic as well—Nvidia acts here as manufacturer, client, and investor at once. Global markets are once again shaken by political and corporate events. The US dollar came under pressure amid weak employment data and Trump's statements about seeking a replacement for Powell. The yen plunged after Japanese Prime Minister Ishiba announced his intention to resign. Nvidia struck a $1.5 billion deal with Lambda, reinforcing its leadership in AI. Tesla unveiled the golden Optimus 2.5, betting on the future of robotics. In this review, we break down what all this means for traders and where new profit opportunities may be hiding. Dollar under pressure: Trump names top contenders for Powell's chair Donald Trump is openly laying the groundwork for replacing the Fed chair, and a line of candidates is already forming to take Jerome Powell's place. In this article, we break down who could lead the US central bank, how this may affect market expectations for interest rates, and most importantly, how traders can use this situation to their advantage. Over the weekend, US President Donald Trump said that his final shortlist for the Fed chair includes three names: longtime ally Kevin Hassett, former Fed Governor Kevin Warsh, and current Fed member Christopher Waller. To add emphasis, he also mentioned Scott Bessent. However, in the Oval Office, Bessent declined, though not before criticizing the Fed and suggesting that it should be "shaken up" entirely. The president once again made no secret of his intentions: he wants a leader ready to cut interest rates aggressively. Powell, he argued, is acting too slowly and hindering Americans with mortgages. As a result, markets are left in greater uncertainty over what course the Fed will take in the coming months – whether it will be cautious rate reductions or a sharp shift under pressure from the White House. The situation was further complicated by fresh labor market data. Friday's jobs report showed weaker-than-expected employment growth in August, with unemployment rising to 4.3%, the highest in nearly four years. These figures undermined the greenback, which fell more than 0.5% on Friday, testing the 97.40 mark. For markets, this was a signal that the Fed will have to ease monetary policy, the only question is how decisively. Powell recently admitted that labor market risks "may require" policy adjustments, and markets interpreted this as a hint at a modest 0.25% rate cut in September. However, that is not enough for trump: he demands radical measures, making the choice of the next Fed chair a key factor for the dollar's trajectory. Investors are reacting predictably, with stock indices rising. At the end of last week, the Dow Jones added 0.75%, the S&P 500 climbed by 0.8% to a new record, and the Nasdaq gained 1%. The prospect of cheap money excites Wall Street but troubles dollar holders: if a Trump ally takes Powell's chair, the currency will face another wave of pressure. For traders, this is a window of opportunity. The dollar's decline makes long positions in gold attractive and opens room for plays on rate-sensitive equities. The strategy is clear: closely monitor the rhetoric from the White House and the Fed, track signals on rates, and trade on volatility. Those who can quickly adapt to the political factor will be able to turn turbulence around the dollar and the Fed chair succession into a source of profit. Yen falls after resignation of Japan's prime minister The currency market started the week with a sharp blow to the yen. The trigger was an unexpected political twist – Prime Minister Shigeru Ishiba announced his resignation, unleashing a wave of uncertainty in the world's fourth-largest economy. In this article, we analyze why Ishiba's departure hit the yen so hard and what trading opportunities this opens for market participants. On Monday, the Japanese currency lost 0.7% against the dollar, sliding to 148.25, while it hit one-year lows of 173.91 and 200.33 against the euro and the pound, respectively. The shock came from Ishiba's surprise resignation, which he announced on Sunday. The politician stepped down after his Liberal Democratic Party suffered an election defeat and lost control in parliament. In his statement, Ishiba said that the country needed "new leadership to overcome the challenges ahead," but markets interpreted this wording as an admission of political crisis. The resignation automatically triggers internal elections in the Liberal Democratic Party (LDP), which will determine the new prime minister. This factor sparked the yen's sharp weakening: until clarity emerges on the successor, the market will be driven by speculation and expectations. Investors fear that the premiership may go to a politician advocating looser monetary and fiscal policy. One of the main contenders is LDP veteran Sanae Takaichi, who has repeatedly criticized the Bank of Japan for raising interest rates. Markets view this scenario as a risk of further yen weakening, since a softer government stance, combined with a cautious BoJ tone, would only increase pressure on the currency. The situation is further aggravated by sentiment in the bond market. As early as last week, uncertainty around the future cabinet triggered a massive sell-off in Japanese government bonds: the 30-year JGB yield hit a record high. This is a signal that investors are demanding an additional risk premium for political instability. According to SMBC analysts, the probability of another Bank of Japan rate hike in September was initially assessed as low, and now it seems almost nonexistent. September is likely to pass in "wait-and-see" mode, with real decisions postponed until October – by which time it will be clear who will lead the government. Thus, the trigger for yen weakness is clear: the unexpected resignation of the prime minister set off a chain reaction – uncertainty over the successor, risks of looser policy, and an exodus from Japanese assets. The market is now closely watching the internal LDP battle, as the new prime minister will determine whether the yen remains weak or is able to recover. For traders, this situation opens up interesting opportunities. Yen weakness creates conditions for playing the upside in the dollar/yen pair, especially if political uncertainty drags on. At the same time, short-term currency fluctuations offer active players the chance to profit from intraday volatility. A medium-term strategy could involve waiting for the right moment to enter long yen positions if the next prime minister supports tighter policy and restores confidence in the currency. The best way to capitalize on market fluctuations is to work with a reliable broker. Open an account with InstaForex and download our mobile app to react quickly to news and maximize profits from moves in the yen and other global currencies! Nvidia signs $1.5 billion deal with Lambda: what lies ahead for company and investors Nvidia has struck a $1.5 billion agreement with cloud startup Lambda to lease 18,000 of its own GPU servers from Lambda over four years. In this article, we will unpack why Nvidia took this step, what forecasts and risks lie ahead for the company, and how traders might capitalize on the situation. Once again, Nvidia has demonstrated its ability to set the pace in the era of artificial intelligence. The company has inked a $1.5 billion deal with Lambda, a player in cloud computing. Under the agreement, Nvidia will rent 18,000 GPU servers from Lambda over the next four years—the very same units Nvidia originally supplied. This circular flow of GPUs is not just visually striking, but strategic as well—Nvidia acts here as manufacturer, client, and investor at once. Internally dubbed "Project Comet," the arrangement consists of two parts: a $1.3 billion lease for 10,000 servers, and an additional $200 million contract for another 8,000 GPU machines. As a result, Nvidia becomes Lambda's largest client, and the startup gets a major boost ahead of its anticipated IPO in early 2026. According to investment banks Morgan Stanley, J.P. Morgan, and Citi, which are planning the listing, the company could be valued at $4–5 billion. Lambda's financial momentum is already impressive. In the first half of 2025, its cloud revenue nearly doubled to $250 million, and second-quarter growth hit 60%, reaching $140 million. The startup projects its cloud business will surpass $1 billion by 2026 and could grow to $20 billion by 2030. Ironically, this surge is fueled by the very Nvidia-powered servers that Nvidia now rents back to advance its own AI research. Moves like these are becoming industry routine: last year, Nvidia structured a similar agreement with cloud provider CoreWeave, which went public in March 2025 and is now valued at about $45 billion. In effect, Nvidia is putting together an ecosystem of "junior partners" to strengthen its competitive edge against Amazon, Microsoft, and Google. The deal also tackles a persistent challenge—the chronic shortage of AI chips. More than half of companies using generative AI cite GPU access as their main bottleneck for scaling. While AWS charges nearly $100 per hour for an H100 instance, alternative vendors offer similar power for just $3–$4, making specialty players particularly attractive. For Nvidia, this is a way to control scarce resource allocation and stay at the forefront of the emerging "GPU-as-a-service" market, expected to grow from $5 billion in 2025 to nearly $32 billion by 2034. Still, questions linger for investors. The circular leasing scheme looks savvy but lacks transparency—in effect, some Nvidia revenue circulates through firms in which it holds a stake. Some analysts call this a "strategy for the future," while others see it as a "black box" complicating real cash flow assessment. Nonetheless, Nvidia's dominance in the chip space is not threatened by accounting nuance: the company sells everything it can produce, and demand for its GPUs continues to surge. For traders, the story is clear: Nvidia is fortifying its market position for years to come, building its own network of cloud partners and effectively establishing a monopoly in AI computing. This means that any stock pullbacks amid talk of "opaque reporting" may serve as attractive entry points. The long-term strategy is to hold Nvidia shares, positioning for growth in sync with the generative AI boom. Tesla unveils golden Optimus 2.5: Musk's ambitions and future of robotics market Tesla is once again making clear that its ambitions extend far beyond the auto industry. The company has introduced a new prototype of its humanoid robot—Optimus version 2.5—with a golden exterior and noticeably refreshed design. Elon Musk emphasized that this is not the much-awaited Optimus V3—to be revealed later—but this version is already a significant demonstration of Tesla's progress in robotics. In this section, we look at the enhancements, the market's outlook for Tesla in this new space, and how traders can leverage this opportunity. The golden Optimus 2.5 drew special attention after Salesforce CEO Marc Benioff posted a video showing the robot following voice commands and even attempting to lead a guest to the kitchen to fetch a can of Coca-Cola. Reactions to the demo were mixed: some praised its conversational abilities and Grok AI integration, while others criticized slow movements and noticeable response lag. Putting aside the show element, it is clear Tesla has taken a serious step forward in design. The new Optimus features sleeker lines, enclosed joints, and cleaner seams, giving it a more human-like appearance. Special emphasis was placed on the hands, now offering 22 degrees of freedom, with finger control via cables mimicking human biomechanics. This makes the robot considerably more dexterous and capable of precise manipulation compared to its predecessors. Technical advances are paired with bold plans. Musk has already confirmed that Tesla aims to produce around 5,000 Optimus robots by the end of 2025. For now, the company has built over a thousand prototypes, already being tested in battery manufacturing. Performance is still far from human, but the target is clear: by 2030, Tesla intends to turn out up to 100,000 robots per month and, ultimately, deliver one million units to market. The next major milestone is set for the annual shareholder meeting on November 6, where the debut of Optimus V3 is expected. Musk promises the most epic Tesla show ever. Of course, Tesla faces serious competition: Boston Dynamics, Agility Robotics, and others are actively developing humanoid platforms. But Musk insists that Optimus could become Tesla's largest product, even outpacing cars in scale. This strategic move toward robotics lines up with slowing EV sales and delays in the robotaxi program. For Tesla, it is not only a showcase of cutting-edge technology but also an attempt to forge a new market. For traders, the launch of Optimus 2.5 signals that Tesla is pushing business boundaries and building a long-term growth story in a new segment. In the near term, Tesla stock may swing as the practicality of the robot is debated, but Musk's optimism and bold production targets could drive the company's capitalization to new heights over the long run. Do not miss the opportunity to profit from Tesla's stock volatility: open an account with InstaForex and download our mobile app to stay connected to the market and trade on the best terms! The material has been provided by InstaForex Company - www.instaforex.com

Rio Tinto (ASX: RIO) may be forced to make expensive downstream investments in Guinea as the military-led government pushes for local refining tied to the giant Simandou iron ore project. Authorities in the West African nation, which seized power in 2021, have demanded that miners present firm plans to build domestic processing facilities. Officials argue that smelters and refineries are essential for Guinea to capture more value from its resources and to drive broader economic development. The policy echoes a broader resource-nationalism trend across Africa, where governments are pressing companies to process minerals locally. In Guinea, the world’s second-largest bauxite producer, the government has already cancelled agreements with some miners, including Emirates Global Aluminium, over slow progress building alumina refineries. Guinea’s minister of planning and international cooperation, Ismael Nabe, said the strategy is clear: ore mined in the country must also be processed there. “We want to build a refinery in Guinea. That’s our game plan,” Nabe told the Australian Financial Review. “If Baowu comes to Guinea, they will build a refinery before shipping it out of the country”. The Simandou is divided into four blocks. Winning Consortium Simandou, backed by Chinese firms including steelmaker China Baowu Steel Group, controls blocks 1 and 2. Rio Tinto and Chinese state-owned Chinalco control blocks 3 and 4. Nabe compared Guinea’s ambitions to Western Australia’s iron ore mining boom decades ago, , stressing that mining revenue should also support agriculture, education, and infrastructure. Despite tighter regulations, Guinea’s bauxite exports rose 36% to a record 99.8 million tonnes in the first half of 2025, fuelled by Chinese demand. The country exported over 130 million tonnes last year and holds reserves estimated at 7.4 billion tonnes, according to the US Geological Service. World’s highest grade ore Simandou is expected to become the world’s largest and highest-grade new iron ore mine, eventually producing 120 million tonnes of premium ore annually. First ore is scheduled for November. Rio Tinto first secured an exploration license for Simandou in 1997. but political instability has slowed progress. The project has outlasted two coups, four heads of state, and three presidential elections. Development includes a 600-kilometre rail line linking the Simandou mountains to a new deep-water port on Guinea’s Atlantic coast. Rio Tinto will operate one of the two mines feeding the project.