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Uranium futures in the US eased to $75 per pound from the two-month high of $77 touched on September 8th as markets reconsidered the magnitude of setbacks to supply. President Trump exempted uranium and other selected metals from country-specific tariffs as of September 8th, alleviating capacity pressures that would emerge for domestic utilities. This was after Canada's Cameco, the second largest uranium miner in the world, cut its annual production guidance due to expansion delays in its McArthur mine in Saskatchewan. Additionally, top producer Kazatomprom stated it would cut its output by 10% next year, citing volatility in the spot mined uranium market. On the demand front, a report from the World Nuclear Association forecasting that uranium demand for nuclear power is due to rise by 28% by 2030, reflecting government's preference of nuclear power to reach energy security goals and increasing data-center demand by software companies.

Uranium Eases from 2-Month High

Arabica coffee futures traded around $4.22 per pound, remaining close to a seven-month high of $4.27 per pound scaled on September 15, due to concerns about limited supply and trade tensions. The lack of rain in Brazil's coffee-growing regions ahead of the critical flowering period for coffee trees is also pushing coffee prices sharply higher. At the same time, dealers said the market was supported by fund buying against the backdrop of tight supplies in the US after the impositions of a 50% tariff on shipments from Brazil.

Arabica Coffee Futures Stay Near 7-Month Highs

India's BSE Sensex closed about 0.7% firmer at 82,381 on Tuesday, a level not seen since July 23, reversing yesterday's decline. Gains were broad-based, supported by optimism over US-India trade negotiations and expectations of an imminent US Federal Reserve rate cut. India and US chief negotiators are meeting today to discuss progress on the proposed bilateral trade agreement, while a fully priced-in 25 bps Fed cut on Wednesday may attract foreign portfolio inflows.

Sensex Ends on Higher Note

France’s 10-year government bond yield climbed to 3.49%, tracking gains across European peers after investor sentiment in Germany and the broader Eurozone unexpectedly improved. Markets are bracing for a busy week of central bank activity. The US Federal Reserve is widely expected to resume its easing cycle, with at least a 25-basis-point rate cut anticipated following a nine-month pause. Meanwhile, the Bank of England and the Bank of Japan are expected to keep borrowing costs unchanged. Recent European data point to steady growth with manageable risks, while the ECB signals that its rate-cutting phase may be coming to an end. Domestically, investors appeared largely unfazed by Fitch’s sovereign credit rating downgrade over the weekend.

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