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Published: 2026-01-08T11:08:35.000Z

Europe Summary and Highlights 8 Jan

4

The USD gained around 0.1% against GBP, scandis and the JPY but was otherwise little changed through the European morning.

European morning session

The USD gained around 0.1% against GBP, scandis and the JPY but was otherwise little changed through the European morning.

Swedish preliminary December CPI came in weaker than expected at 2.1% y/y which triggered the drop in the SEK. Otherwise, the only significant data was the German November factory orders which rose a whopping 5.6% m/m. However, the market seems to have seen these as erratic as there was no noticeable EUR reaction. Swiss CPI was flat on the month as expected, while the European Commission December survey was mixed.

Asia session

The Australian November trade balance is a miss with both the import and export rotating lower from the October figure. The deputy governor of RBA also downplayed the recent headline CPI moderation but also did not mention about a rate hike in February. However, the deputy governor is suggesting the easing cycle has likely ended. The broader risk sentiment is not upbeat with most major equity indexes in the red. AUD/USD is trading 0.29% lower at 0.6701, NZD/USD is trading 0.19% lower while USD/CAD rises 0.06%.

The Japan November Labor Cash Earnings came in poorly at +0.5% y/y. It is a dovish surprise and with CPI remain hot, real wage dip deeper into negative territories. However, with political roadblock ahead of BoJ, the dovish surprise in wage is unlikely to affect the JPY significantly in this time period. USD/JPY is trading 0.01% higher at 156.76. Else, EUR/USD is up 0.04% and GBP/USD is down 0.03%.

 

 

 

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