Global Market Overview - Global bond yields are climbing due to political uncertainty in France and Japan [1][42] - The U S stock market shows signs of frothiness and speculative excess [6][74] - Political changes are causing turmoil in markets around the world [68] Political and Economic Instability - The French Prime Minister resigned, leading to a weaker Euro and rising bond yields [1][3][45] - Japan is set for a new pro-stimulus leader, pressuring bonds and the Yen [1][11][13] - The U S government faces a shutdown, with federal workers at risk of mass firings [1][18][26] U S Policy and Trade - The U S is considering an equity stake in critical minerals, with a 77% jump in critical metals [5] - Potential renegotiation of the U S-Japan trade deal could impact relations [17] - Stellantis is planning to invest approximately $10 billion in the U S, while lobbying against potential tariffs [25] Company Specific News - Boeing signals an output hike for its 737 MAX jets as early as October, potentially increasing production from 38 to 42 jets per month [1][23][55][56] - Aston Martin expects sales to fall by a mid to high single-digit percentage this year due to U S tariffs [23][24] - Morgan Stanley upgraded Micron to a buy, anticipating double-digit growth in the next few quarters [5][48]

Industry Impact - France is experiencing new strikes, likely to disrupt air travel [1] - Political turmoil and higher taxes are diminishing France's appeal as a tourist and business destination [1]

Executive Search Trends - Boards prioritize candidates with CEO experience to manage economic and political instability [1] - Diversity is becoming a lower priority in the search for new CEOs [1]

Economic Activity - French private-sector activity declined to a five-month low [1] - The decline is attributed to fresh political turmoil in France [1]

Political Landscape - Thailand's Prime Minister Anutin Charnvirakul is nearing the formation of a new government [1] - This follows a period of political instability where a minority coalition marginalized the Shinawatra dynasty [1]

CONCLUDED Despite all of that, France's CAC 40 Index rose 0.4% Tuesday and is up 1.2% so far this week and Japan's Nikkei 225 has climbed 1% over the same period–even as it slipped 0.4% Tuesday. The U.K's FTSE 100 rose 0.2% in morning trading after edging 0.1% higher in the previous session. Topics Stock Market News From Sept. 9, 2025: Dow, S&P 500 and Nasdaq All Hit Records Last Updated: 10 hours ago European Stocks Rise, Defying French Political Turmoil By Callum Keown France is now looking for its fifth ...

Market Trends & Potential Risks - Carmignac predicts French bond yields could surge to 100 basis points above Germany's if political instability escalates [1]

Market Trends - The Thai baht's four-month rally is likely to falter [1] - Political turmoil is expected to weigh on the economy [1]

Political Instability - Thailand's Prime Minister faces uncertainty due to a leaked phone call criticizing the army, leading to opposition calls for her resignation and street protests [1][2][4] - A key coalition party, Bhumjaithai Party, exited, leaving the ruling coalition with a slim majority in Parliament [3] - The Prime Minister apologized for her comments, claiming they were part of her negotiation tactic [5] - The current government previously lost a prime minister due to an ethics violation [6] Economic Impact - Foreign investors had already withdrawn $23 billion (23 亿) from Thai stock markets this year, viewing Thailand as vulnerable in the ASEAN region [8] - The political turmoil is seen as a distraction from implementing key economic reforms [9] - The Thai stock exchange is currently the worst-performing market globally this year [10]