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Published: 2025-09-11T19:40:54.000Z

North American Summary and Highlights 11 Sep

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Overview -

The USD slipped on a sharp rise in initial claims, despite a slightly stronger than expected US CPI.

North American session

The ECB left policy unchanged as expected. The EUR saw a marginal dip on the decision, EUR/USD to 1.1665 from 1.1685, but by the end of the session EUR/GBP, EUR/CHF and EUR/JPY were all little changed. 

August US CPI was on the firm side of expectations with a 0.4% rise and a 0.3% core rate 0.346% before rounding. However, markets were more focused on a sharp spike in initial claims to 263k from 236k. EUR/USD rallied to 1.1735 as the USD slipped across the board. USD/JPY fell to 147.20 from 147.85, AUD/USD rallied to .6660 from .66 while USD/CAD fell to 1.3840 from 1.3885.  

European morning session 

The USD was generally stronger in the European morning, led by USD/JPY which moved to near 148 from 147.45. Elsewhere USD gains were marginal, with EUR/USD at 1.1685 from 1.17.  

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