[CALENDAR UPDATE] US President Trump will deliver remarks at 19:00EDT/00:00BST on Thursday
A scheduled evening speaking slot for this President is a known format risk: remarks at this hour fall in thin late-US, early-Asia liquidity, when headline-sensitive FX and equity futures move more on less flow.
[CALENDAR UPDATE] US President Trump will deliver remarks at 19:00EDT/00:00BST on Thursday
Japanese S&P Global Manufacturing PMI Final (Sep) 54.1 vs. Exp. 54.1 (Prev. 54.9)
US official said Secretary of State Rubio demanded on Monday that Iran's delegation to the UN General Assembly immediately leave the country after negotiations stalled, according to Axios
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The pattern from prior episodes is that content matters more than the booking itself; prepared-script addresses have tended to be uneventful, while ad-libbed or Q&A segments have produced outsized moves in DXY, the yen, gold and crude, particularly where tariffs, sanctions, the Fed or named trading partners are raised. The tags alone suggest the desk expects potential crossover into FX and commodities rather than a purely domestic political item. The usual sequence is a first-take headline move followed by reversal or extension as transcripts and agency follow-ups clarify whether anything was actually announced versus threatened. Worth watching next is any pre-briefing from officials or a published topic, since flagged subject matter has historically been the reliable tell for whether the slot carries policy weight.
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