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Published: 2025-10-03T10:21:13.000Z

Europe Summary and Highlights 3 October

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Then USD weakened through the European morning, with the JPY once again leading the way. 

European morning session

Then USD weakened through the European morning, with the JPY once again leading the way. USD/JPY lost 35 pips to 147.35, while EUR/USD gained just 15 pips to 1.1735. AUD/USD gained 10 pips 0.6605, while USD/CAD was unchanged. to while the commodity currencies were not much changed. Scandis were slightly firmer against the EUR, helped by a stronger Swedish services PMI.

Final European PMIs were mixed, but the Eurozone composite PMI was unrevised at 51.2, while the UK composite PMI was revised down to 50.1 from 51.0.

Asia session

On Friday, we are hearing some token remarks from BoJ's Ueda on raising rates if economy, prices, move in line with forecasts. However, he is very reserved on forward guidance as the LDP leadership over the weekend will have a significant impact towards the fiscal policy. The top contender for the Japanese PM seems to be tilting towards more fiscal spending and may affect/direct BoJ's policy decision.  USD/JPY is trading 0.28% higher at 147.67 as August unemployment rate rises to 2.6%.

U.S. major equity indexes are pointing north after Trump said he is considering $1,000–$2,000 stimulus checks for all taxpayers. Regional equities are performing individually with Nikkei leading and HSI lagging. Major currency pairs are little changed except JPY. AUD/USD is trading 0.05% lower at 0.6593, NZD/USD is trading 0.06% lower at 0.5814 while USD/CAD is unchanged. Else, EUR/USD is also unchanged and GBP/USD is down 0.05%..

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