Daily Finance Pulse Global - 2nd September 2025
Global financial markets began September with mixed signals, as the US, UK, and select major exchanges remain closed on 2nd Sep 2025 for Labor Day and public holidays, while Asian and European indices last closed with slight volatility. Top headlines include stronger-than-expected manufacturing data from Spain, slowing Swiss retail growth, India deepening economic ties with China, and persistent inflation concerns in the US and Eurozone. Forex markets see a subdued USD against major currencies, and crypto remains resilient. The overall market sentiment is neutral, with investors awaiting key economic data releases. Stock market ahead for Global: US and UK markets are closed on 2nd Sep 2025 for public holidays; other major global exchanges are open.
1/10
Closure: Labor Day, US Markets Remain Shut
On 1st Sep 2025, both the New York Stock Exchange and Nasdaq are closed for Labor Day, pausing US equity trading for the day. Trading resumes on 3rd Sep 2025. Source: Times of India, 1st Sep 2025.
Impact: Investors should expect lower global trading volumes and muted cross-border flows due to the US market holiday.
2/10
Stability: Eurozone CPI Holds at 2%, ECB in No Rush
Eurozone headline CPI for August remains steady at 2.0%, with core CPI at 2.2%, supporting the European Central Bank's stance to keep rates on hold. Source: BBH, 1st Sep 2025.
Impact: Stable inflation suggests the ECB will maintain its current policy, providing continued confidence for eurozone investors.
3/10
Rebound: Spanish Manufacturing PMI Beats Expectations
Spain’s manufacturing PMI recorded a strong performance for August, signaling robust industrial activity and improved business sentiment. Source: The Rio Times, 1st Sep 2025.
Impact: Positive Spanish data supports European equities and hints at broader regional resilience.
4/10
Slowdown: Swiss Retail Growth Decelerates Sharply
Swiss retail sales growth slowed significantly in August, raising concerns over consumer demand in the region. Source: The Rio Times, 1st Sep 2025.
Impact: Weak Swiss retail figures may pressure local equities and signal caution for other European markets.
5/10
Partnership: India and China Deepen Economic Ties Amid Tariffs
On 1st Sep 2025, Indian and Chinese leaders agreed to strengthen their development partnership amidst rising US tariffs on India, signaling shifting global alliances. Source: WORLD News, 1st Sep 2025.
Impact: Stronger India-China ties could reshape regional trade flows and investment priorities in Asia.
6/10
Concern: US Economic Data Points to Persistent Inflation
Recent US economic releases show real spending up and services inflation at a four-month high of 3.3% year-on-year in July 2025, suggesting slower progress toward the Fed’s 2% inflation target. Source: BBH, 1st Sep 2025.
Impact: Persistent inflation pressures may delay US Fed rate cuts, affecting global risk sentiment and bond yields.
7/10
Forecast: ISM Manufacturing and Services Data Awaited
Markets are closely watching the US ISM manufacturing (due 2nd Sep 2025) and services (due 4th Sep 2025) indexes, following signs of stagnation and contraction in July. Source: BBH, 1st Sep 2025.
Impact: Upcoming ISM data could drive volatility and set the tone for September’s global market sentiment.
8/10
Forex: EUR/USD Uptrend Continues as Central Banks Diverge
The EUR/USD pair remains on an upward trend as the ECB holds steady and markets anticipate renewed easing by the US Fed. Source: BBH, 1st Sep 2025.
Impact: Currency traders may favor the euro over the dollar as policy divergence becomes more pronounced.
9/10
Crypto: Bitcoin Holds Steady Amid Market Pause
Major cryptocurrencies, led by Bitcoin, remain stable as traditional markets see lighter trading due to US and UK holidays. Source: The Rio Times, 1st Sep 2025.
Impact: Crypto markets may see increased activity from investors seeking alternatives during global equity lulls.
10/10
Geopolitics: World Leaders Gather in China as Alliances Shift
On 1st Sep 2025, the Shanghai Cooperation Organization summit in China brings together leaders from India, Russia, and others, reflecting new global economic alignments. Source: WORLD News, 1st Sep 2025.
Impact: Evolving alliances could influence global trade policies and long-term investment strategies.