Daily Brief Thematic (Sector/Industry): Ohayo Japan | Record Close as Investors Look Past Shutdown and more

• S&P 500 hit record +0.3% to 6,711 as healthcare names Regeneron and Moderna led gains; markets shrugged off U.S. gov’t shutdown and data delays.
• ADP jobs -32k vs +45k est, weakest since Mar ’23, reinforcing expectations for Fed rate cuts in Oct and Dec.
• Nike, Eli Lilly, Intel, and Thermo Fisher surged on earnings beats, deal optimism, and strategic partnerships, boosting overall market sentiment.

• ADP jobs paints a rosy picture for rate cuts despite the lack of official data this Friday.
• Memory melted higher again, while INTC lines up AMD as a potential Fab customer.
• Softbank will jump after Qualcomm announced use of ARM v9 in its latest PC and smartphone chips.

• Firm has been recruiting executive leaders in B2B tech, mostly in semiconductor and deep tech
• Half of clients are in public companies, half in venture backed private environments
• Significant growth in semiconductor industry, driven by AI, leading to talent shortage and high demand for leaders

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• Jindalee Lithium Limited (JLL-ASX), Critical Metals Corp. (CRML), Tactical Resources Corp. (RARE-TSX), 5E Advanced Materials, Inc. (FEAM), and Atlas Lithium Corporation (ATLX) participated.
• These companies are developing critical elements resources in North America, Europe, South America, and friendly Asian and Pacific Island nations and processing infrastructure needed to secure material independence from China, while trying to minimize the impact on the environment and indigenous communities.
• China’s dominance extends beyond mining to processing technology and expertise. China controls 70% of lithium chemical processing, >90% of rare earth processing, and 85% of boron carbide production. 

• Tea prices across auction centers in India fall 21% in September 2025
• Arabica coffee (Plantation A) prices rise 81.7% in September 2025
• Telangana govt asks Textile Ministry to direct CCI to start procurement from 1 October 2025