Headlines:

Markets:

  • GBP leads, USD las on the day
  • European equities mixed; S&P 500 futures up 0.6%
  • US 10-year yields down 10.9 bps to 3.711%
  • Gold up 0.9% to $1,960.33
  • WTI crude down 1.0% to $71.95
  • Bitcoin up 1.1% to $28,020

It was certainly an interesting session as there were mixed moves in major currencies throughout.

The dollar started off strongly before an emergency meeting between Japanese financial authorities kept a lid on gains, with USD/JPY being checked back. The pair fell from 140.90 to 140.35 initially as we got into European morning trade.

Equities were a little sluggish early on but found some form as tech stocks continue to take the lead, with Nvidia still generating plenty of buzz. US futures moved higher while Treasury yields sank upon the return from the long weekend and that eventually weighed on the dollar further.

EUR/USD went from 1.0675 to 1.0740 while GBP/USD saw a notable turnaround from 1.2330 in a 100-pip rally to 1.2435 currently.

USD/JPY got a brief bounce as Japanese authorities only sounded a verbal warning, with the pair rising back up to 140.65 only to falter and crumble back to 139.70 at the moment.

Elsewhere, the antipodeans also saw a decent turnaround with AUD/USD reversing from 0.6505 to 0.6550 and NZD/USD moving up from 0.6030 to 0.6060 on the day.

It's tough to pin down the moves at the moment with month-end trading also in focus, and we'll have more volatility to come with euro area inflation data and US non-farm payrolls later this week.