EUR/USD-Commentary
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October 7, 2025 6:57 AM UTC
EUR to stay soft as German orders add to evidence of slowdown. JPY weakness lacks rationale
October 6, 2025 8:41 AM UTC
EUR down across the board as French PM resigns after less than a month in office
October 3, 2025 2:28 PM UTC
EUR/JPY gains on ISM look to be more to do with end of week than the data itself.
October 3, 2025 6:56 AM UTC
JPY weaker on Ueda comments, unemployment rise. Equities continue to gain
October 2, 2025 6:49 AM UTC
USD steady overnight, equities making new highs (again) but JPY favoured going forward. CHF looking toppy.
October 1, 2025 12:31 PM UTC
USD softer across the board but JPY favoured going forward
September 29, 2025 6:31 AM UTC
USD softer as government shutdown looms. GBP edging up
September 26, 2025 1:10 PM UTC
New Trump tariffs may impact EUR and CHF. CAD firmer after GDP
September 26, 2025 6:48 AM UTC
New Trump tariffs may impact EUR and CHF. JPY still weak
September 25, 2025 12:46 PM UTC
USD firmer on upward revision to GDP, particularly against the JPY
September 23, 2025 1:49 PM UTC
US S&P PMI marginally weaker than expected, but no market impact
September 23, 2025 8:49 AM UTC
UK PMI dips, triggering GBP losses, but data is unreliable. Year's high in EUR/GBP at 0.8763 should hold
September 23, 2025 7:15 AM UTC
The stronger German services PMI offset weakness elsewhere
September 22, 2025 6:50 AM UTC
USD steady, Japanese equities firmer, FX becalmed ahead of PMIs
September 18, 2025 12:47 PM UTC
Decline in jobless claims and stronger Philadelhia Fed survey USD supportive.
September 18, 2025 6:52 AM UTC
USD firmer after Fed despite larger than expected 2025 rate cuts in the dots. JPY continues to underperform. NOK can slip on Norges Bank
September 17, 2025 6:30 AM UTC
UK CPI marginally softer than expected as air fares reverse July gains. GBP little changed but EUR/GBP close to the top of the range
September 16, 2025 12:54 PM UTC
US retail sales on the strong side, halting the USD's slide. Canadian CPI in line on the core
September 16, 2025 6:37 AM UTC
GBP unchanged after UK labour market data in line with consensus
September 15, 2025 6:51 AM UTC
Equity gains have helped AUD and NOK rise, but rising risk premia suggest JPY can catch up.
September 10, 2025 12:52 PM UTC
USD modestly lower as PPI declines in August, new highs for S&P futures
September 10, 2025 6:47 AM UTC
FX markets briadly steady but JPY and NOK remain undervalued
September 9, 2025 2:16 PM UTC
US benchmark payroll revised down m ore than expected, but little implication for current trend
September 5, 2025 12:52 PM UTC
USD lower after weaker employment data, Canadian data much weaker still
September 4, 2025 2:16 PM UTC
ISM services headline strong, but employment still weak
September 4, 2025 12:51 PM UTC
ADP and initial claims both suggest mild labor market weakness, but USD resilient
September 3, 2025 2:22 PM UTC
July JOLTS lowest since September 2024. USD and US yields lower
September 3, 2025 6:50 AM UTC
USD remains mostly range bound. GBP in focus as MPC members speak
September 2, 2025 2:15 PM UTC
ISM manufacturing rises less than expected but new orders index encouraging. USD downside likely modest but scope for more general JPY recovery.
September 2, 2025 6:47 AM UTC
JPY falls across the board as US and European yields rise despite hawkish comments from BoJ deputy governor Himino
August 29, 2025 1:06 PM UTC
US trade data USD negative, but little impact thus far. CAD suffers from weaker GDP
August 29, 2025 8:43 AM UTC
French and Spanish CPI a little softer, Germna CPI a little stronger. Little case for EUR strength
August 29, 2025 6:52 AM UTC
German retail sales weak, Swedish GDP strong, little FX reaction so far
August 28, 2025 1:07 PM UTC
Claims dip, GDP revised up, CHF weakening
August 28, 2025 11:48 AM UTC
ECB minutes deliberately neutral, but Rehn comments help maintain pressure on USD
August 28, 2025 6:40 AM UTC
Declining US yields and negative Nvidia reaction to results put the USD under pressure
August 27, 2025 6:46 AM UTC
German confidence follows French confidence decline
August 26, 2025 1:02 PM UTC
Ex-transport durables show some strongth, but USD still hampered by Fed focus
August 26, 2025 6:44 AM UTC
USD dip on firing of Fed's Cook largely reversed, but negative bias remains
August 22, 2025 2:13 PM UTC
Powell signals September rate cut liekly. US yields lower and USD down with them. JPY leads the way
August 22, 2025 2:01 PM UTC
Mildly hawkish comemnts from a hawk have little impact
August 22, 2025 6:42 AM UTC
Stronger US data, a downward revision to German Q2 GDP and weaker equities put the USD on the front foot against the EUR and AUD
August 21, 2025 2:09 PM UTC
Higher initial and continuing claims trigger modest USD decline
August 21, 2025 2:02 PM UTC
US composite S&P MI matches the high from December. USD gains across the board
August 21, 2025 8:12 AM UTC
EUR/USD edging up after modestly better PMI but range remains intact
August 20, 2025 1:52 PM UTC
Trump has called for Fed governor Lisa Cook to resign due to accusations of mortgage fraud. USD lower, safe havens preferred
August 19, 2025 6:42 AM UTC
Little to move markets today as Ukraine Summit produces little of substance. Mild risk negative tone
August 18, 2025 6:43 AM UTC
Little to move markets today with Trump-Zelenky meeting the main focus
August 15, 2025 1:12 PM UTC
US retail sale sand Empire survey on the strong side
August 15, 2025 6:40 AM UTC
Japanese GDP rose 0.3% q/q in Q2, supporting the JPY
