Daily Report

10 de Setembro de 2025
Financial Markets | daily report 10.09.2025

Investors seemingly recovered some appetite for risk in yesterday's session. Stock markets rose moderately across advanced
economies and sovereign yields increased both in the U.S. and Europe. The euro reversed Monday's gains and fluctuated
close to $1.17 while commodity prices were mixed.

French 10-year sovereign yields jumped due to a change in the Bloomberg benchmark to a bond maturing in November 2035
from one maturing in May 2035. After markets had closed, reports emerged that President Macron named Sebastien Lecornu
(from Macron's Renaissance, and defense minister uninterrupted since 2022) France's new prime minister.

On the data front, a statistical revision showed that U.S. employment growth was less robust in the period from April 2024 to
March 2025. Updated data show that the level of nonfarm employment was 911,000 (-0.6%) lower in March 2025 than
previously estimated (implying an average monthly change in employment of +71,000 instead of +147,000).