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Published: 2025-11-13T11:16:14.000Z

Europe Summary and Highlights 13 November

5

Then USD fell back across the board through the European morning.

European morning session

Then USD fell back across the board through the European morning. EUR/USD gained 30 pips to 1.1615, while USD/JPY fell 30 pips to 154.65. There were similar gains in most currencies, with the CHF and SEK slightly the best performers, with EUR/CHF down 15 pips to 0.9240 and EUR/SEK losing 3 figures to 10.92.  The USD losses came early in the session, but without an obvious trigger.

Datwise, we saw UK September and Q3 GDP come in weaker than expected at -0.1% m/m and +0.1% q/q respectively, but the weakness looks to have been entirely due to the automotive sector, with Jaguar Landrover suffering from a cyberattack. This has now been dealt with so a recovery is likely in October. EUR/GBP initially rise 10 pips to trade above 0.8840 at a new high for the year before dropping back to opening levels at 0.8830.

Asia session

The broad risk sentiment remain choppy but is seeing signs of improvement as U.S. House votes to reopen the government and Trump signed. U.S. major equity indexes are all in the green while HSI led losses. The October Australian labor report is solid with unemployment rate tread lower from 4.5% to 4.3% with participation rate unchanged. Headline employment change also beats at 42.2K with strong full time employment. AUD/USD is trading 0.24% higher at 0.6557 while NZD/USD slipped 0.23% to 0.5653 and USD/CAD unchanged.

The USD/JPY is capped by 155 for now after testing monthly high pips above the figure. BOJ Governor Ueda told parliament that underlying inflation is “gradually accelerating” toward the 2% target. While it seems like an oxymoron, it is Ueda's way of telling the government inflationary pressure is there to stay.  USD/JPY is trading 0.07% higher at 154.90. Else, EUR/USD is done 0.06% and GBP/USD is done 0.09%.

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