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Published: 2025-11-18T11:08:10.000Z

Europe Summary and Highlights 18 November

3

Then USD was mixed through the European morning, making some gains against the European currencies and the JPY, but falling back against the commodity currencies, reflecting a mild risk positive tone as equities edged back up after overnight losses.

European morning session

Then USD was mixed through the European morning, making some gains against the European currencies and the JPY, but falling back against the commodity currencies, reflecting a mild risk positive tone as equities edged back up after overnight losses. The JPY and CHF saw the most significant weakness, with USD/JPY making another new post-February high above 155.40 after initially dipping below 155, and EUR/CHF trading to 0.9235 after opening at 0.9210. EUR/USD lost 20 pips to 1.1580.

Asia session

Japan’s Finance Minister Katayama says she is “alarmed” by recent FX moves and noting one-sided, rapid shifts in the currency. It is an escalation of verbal intervention as USD/JPY is once again on its way to historical high. The one way traffic is well anticipated with PM Takaichi's fiscal spending plan and worsen this week after another big stimulus package announced. USD/JPY retreated from 155.37 session high on the warning to trading 0.05% lower at 155.09. 

The broad risk sentiment is poor on Tuesday with regional equities indexes underperforming U.S. equities indexes , though the later are also under water by more than half a percent. The risk off tone seems to be set on A.I. evaluation concern and anticipation changes on December Fed rate cut, there is also a chance market participants are worry about rising 10yr JGB yields (1.75%), a level last seen in 2008. AUD/USD is trading 0.25% lower on 0.6477, NZD/USD is trading 0.13% lower at 0.5650 while USD/CAD slips 0.03%. Else, EUR/USD and GBP/USD are up 0.06%.

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