Good morning — it’s Wednesday, September 10, 2025, and here’s what you need before coffee.
Opening Recap
Enhanced Market Commentary
What everyone’s missing is how quickly Chinese deflation in “China’s Consumer Inflation Dips Below Zero as Demand Weakens” (Financial Post) could bleed into global supply chains and crush commodity premiums. Everyone’s zeroing in on the Japan bond selloff after Prime Minister Ishiba’s resignation, but those yields jumping are a red herring compared with Asia’s demand slump. It’s a damn big wake-up call for dividend hunters relying on commodity-linked payouts.
Few investors see the link between the $50 Billion Copper Merger Could Spark Bigger Mining Deals (Forbes) and the Zero GST on health insurance – A healthy move (BusinessLine), yet both are about scale driving stability. Massive mining consolidation cooks in stronger balance sheets and safer distributions, just as insurance writers free of extra tax get a cleaner cash-flow runway to sustain or hike dividends. That’s a thesis screaming for covered-call premiums well north of complacent levels.
If you aren’t already tweaking your portfolio after “Bitcoin Supply Flows From Giants To Mid-Sized Holders – Details” (Bitcoinist) and Apple’s eSIM-only push in “Apple's move to eSIM-only strengthens global trend” (The Times of India), you’re missing chances to lock in yield and optionality. Dial into devices with subscription upside, hedge commodity risks with copper majors, and consider shifting a slice of fixed income to high-grade JGBs riding this yield wave. Don’t wait for the crowd—move decisively on these catalysts.
📈 Breaking Financial News
Japan's five-year bond yields rise ahead of first auction after PM Ishiba's resignation
Japanese government bonds faced a dip on Wednesday. This happened before the sale of securities. The five-year yield increased. The ten-year yield also saw a rise. The Ministry of Finance plans to sell five-year JGBs. These events unfolded after Shigeru Ishib…
Stocks in news: Vodafone Idea, Kotak Bank, Bajaj Auto, Blue Jet, Bikaji Foods
Markets saw gains amid weekly expiry, with several companies in focus. Prakash Industries declared a dividend, while Blue Jet Healthcare's promoter will sell shares via OFS. Sumitomo Mitsui plans to sell its stake in Kotak Mahindra Bank, and Bajaj Auto will p…
Trump fails in bid to fire Lisa Cook as Federal Reserve independence clings on
No president has sought to fire a Fed governor before.
Court Rules Lisa Cook Can Remain Fed Governor For Now While Fighting Trump’s Attempt To Fire Her
The ruling, which will almost certainly be appealed, is a blow to the Trump administration’s efforts to assert more control over the traditionally independent Federal Reserve.
China’s Consumer Inflation Dips Below Zero as Demand Weakens
China’s consumer prices slipped below zero for the first time in three months but factory deflation showed signs of easing, as the government cracks down on excessive competition and overcapacity.
Forget Tesla, This “Silent Partner” Could Hand You 10X Gains
Everyone's talking about Tesla, but the REAL money is going to be made by the company quietly supplying its key technology. Jeff Brown says this “silent partner” is about to benefit from Elon Musk's $9 trillion AI revolution. Don't miss out.
🔍 Market Analysis & Insights
Court rules Lisa Cook can remain a Fed governor for now
A federal court has ruled that embattled Federal Reserve Governor Lisa Cook can remain in her position while she fights President Donald Trump’s efforts to fire her. The ruling, which will almost certainly be appealed, is a blow to the Trump administration’s …
Court rules Lisa Cook can remain a Fed governor for now while fighting Trump’s attempt to fire her
A federal court ruled Tuesday that embattled Federal Reserve Governor Lisa Cook can remain in her position while she fights President Donald Trump’s efforts …
Bitcoin Supply Flows From Giants To Mid-Sized Holders – Details
Bitcoin is beginning to show signs of renewed bullish energy, with the price testing the $113,000 resistance level after weeks of mixed sentiment. The move comes as many altcoins are gaining strength, suggesting that the broader crypto market is preparing for…
Apple's move to eSIM-only strengthens global trend
Apple's Tuesday announcement that the new iPhone 17 Air will only be available around the world without physical SIM cards marks a new advance for the virtual eSIM technology the firm has relied on in the US for years. – Apple dropped physical SIM cards in th…
China’s Syria Quandary: Uyghur Fighters in the Army
The very fighters Beijing cites as justification for its hardline policies in Xinjiang – the Uyghurs of the Turkestan Islamic Party – have now been folded into Syria’s military establishment.Syrian Free Army soldiers and Coalition Forces assigned to the 10th …
Top Secret Facility in the New Mexico Desert…
Inside, scientists aren't studying weapons or viruses-they're exploring a far more alien technology that could change how wars are fought. This new technology could be unleashed as soon as July 15. Once you see it for yourself, you'll understand the urgency.
💰 Investment Opportunities
LISTEN: Hollywood’s Legal Fights Over AI Intensify; ‘SNL’ Comings and Goings for Season 51
On the latest episode of “Daily Variety” podcast, Variety journalists analyze the recent jousts between Hollywood and key AI firms in copyright battles that are raging in the federal courts. Reporter Ethan Shanfeld also breaks down who’s in, who’s out and who…
Zero GST on health insurance – A healthy move
Insurers must ensure that the benefit of this move is transmitted fully to the people
Up nearly 30% this year, Metcash shares deliver another positive trading update
Metcash is also set to host its AGM today.
The post Up nearly 30% this year, Metcash shares deliver another positive trading update appeared first on The Motley Fool Australia.
$50 Billion Copper Merger Could Spark Bigger Mining Deals
Canada's Teck Resources and London-listed Anglo American have agreed to a merger of equals which will create one of the world's biggest copper producers
Gifting companies plan to hitch growth ride with Swiggy, Blinkit
Swiggy has launched ‘Giftables', its instant gifting service in Bengaluru, taking cue from bigger peer Blinkit to capture festive demand, enhancing collaboration with gifting firms like FNP and Archies, which see quick commerce as a beneficial sales channel.
Is This the End of Tesla?
The media says Tesla is on the ropes, and the “woke mob” is attacking. But they're missing the big picture. A silent partner is powering Elon Musk's $9 trillion comeback. This is your chance to profit while they're distracted.
