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Europe Roundup: Pound hovers around three-week low as investors monitor tariffs, UK rate outlook,European shares fall , Gold gains on safe-haven demand, Oil hits 3-week high, -July 14th,2025

Posted at 14 July 2025 / Categories Market Roundups


Market Roundup

•Sweden CPI (MoM) (Jun): 0.5%, 0.2% forecast, 0.1% previous

•Sweden CPIF (MoM) (Jun): 0.5%, 0.5% forecast, 0.1% previous

•Sweden CPIF (YoY) (Jun): 2.8%, 2.9% forecast, 2.3% previous

•Switzerland PPI (YoY) (Jun): -0.7%, -0.7% previous

•Switzerland PPI (MoM) (Jun): -0.1%, 0.2% forecast, -0.5% previous

•China M2 Money Stock (YoY) (Jun): 8.3%, 8.2% forecast, 7.9% previous

•China New Loans (Jun): 2,240.0B, 1,960.0B forecast, 620.0B previous

•China Outstanding Loan Growth (YoY) (Jun): 7.1%, 7.0% forecast, 7.1% previous

•China Total Social Financing (Jun): 4,200.0B, 3,650.0B forecast, 2,290.0B previous

•Germany 12-Month Bubill Auction: 1.798%, 1.808% previous

•Canada Wholesale Sales (MoM) (May)   0.1%,-0.4%forecast,-2.2% previous

Looking Ahead Economic Data(GMT)

•15:30 US 3-Month Bill Auction: 4.255  previous

•15:30 US 6-Month Bill Auction: 4.145  previous

Looking Ahead Events And Other Releases(GMT)

•No events Ahead                                                        

Currency Forecast

EUR/USD: The euro dipped against dollar on Monday  after U.S. President Donald Trump threatened to impose a 30% tariff on imports from two of the largest U.S. trading partners beginning August 1.Trump on Saturday announced the latest tariffs in separate letters to European Commission President Ursula von der Leyen and Mexican President Claudia Sheinbaum that were posted on his Truth Social media site. EU Commission chief Ursula von der Leyen said the bloc will pursue talks while readying retaliatory steps. French President Macron called for a firm defense of EU interests, possibly using anti-coercion tools. Germany’s Finance Minister Lars Klingbeil said the EU must act decisively if talks fail. The latest salvo from Trump and the dilemma over how to respond could test the unity of EU member states, with France adopting a tougher stance than Germany   the bloc’s export-reliant industrial heavyweight. Immediate resistance can be seen at 1.1828(23.6%fib ), an upside break can trigger rise towards 1.1877(Higher BB).On the downside, immediate support is seen at 1.1616(38.2%fib), a break below could take the pair towards 1.1500(June 16th low).

GBP/USD: Sterling   hovered near a three-week low on Monday as investors weighed the outlook for U.S. tariffs and UK interest rates. Attention now turns to Tuesday’s Mansion House speech, where Finance Minister Rachel Reeves and BoE Governor Andrew Bailey are expected to outline the UK's fiscal direction.Meanwhile, UK labour market data showed a sharp rise in job seekers in June—the biggest since the pandemicadding to expectations that the BoE will cut rates in August. Markets are pricing in an 89% chance of a 25 bps cut. Inflation data due Wednesday will offer further clues on the central bank’s next move. Sterling   was flat at$1.34855 .Immediate resistance can be seen at 1.3597(38.2%fib), an upside break can trigger rise towards 1.3680(July 4th high).On the downside, immediate support is seen at 1.3448(50%fib), a break below could take the pair towards 1.3381(Lower BB).

AUD/USD: The Australian dollar slipped on Monday as renewed tariff threats from U.S. President Trump revived global trade war fears. On Saturday, Trump warned of 30% tariffs on Mexican and EU imports from August 1, citing failed negotiations.Looking ahead, Australia’s June jobs report is due Thursday, with forecasts of a 20,000 job gain and a steady 4.1% jobless rate. Despite global uncertainty, the Australian labour market has remained surprisingly resilient, supporting the RBA’s cautious stance.However, markets are leaning toward monetary easing. A weaker-than-expected jobs print could strengthen the case for a rate cut in August. Australian dollar   fell 0.11% to $0.65675 Immediate resistance can be seen at 0.6600(Psychological level), an upside break can trigger rise towards 0.6698(23.6%fib).On the downside, immediate support is seen at 0.6544(38.2%fib), a break below could take the pair towards 0.6488(July 7th low).

 USD/JPY: The U.S. dollar edged higher  against yen on Monday as  markets remained on edge but muted in response to fresh tariff threats from U.S. President Donald Trump, who warned of a 30% duty on imports from the European Union and Mexico. Apart from the tariff headlines, Donald Trump on Sunday said it would be a "great thing" if Federal Reserve Chair Jerome Powell stepped down, once again pressuring the Fed and calling for interest rate cuts, raising concerns about the central bank’s independence. Markets now turn to U.S. inflation data for June, due Tuesday, which could offer fresh clues on the Fed’s policy direction. Economists expect consumer prices to have edged higher last month. Immediate resistance can be seen at 147.43(Higher BB)an upside break can trigger rise towards 148.67(61.8%fib) .On the downside, immediate support is seen at 145.58(50%fib)a break below could take the pair towards 144.26(Jul 7th low).

Equities Recap

European shares declined on Monday, led by auto stocks, as President Trump’s renewed tariff threats against the EU and Mexico rattled investor sentiment.

At GMT (12:28) UK's benchmark FTSE 100 was last trading up at 0.29 percent, Germany's Dax was down by 0.88 percent, France’s CAC  was down  by 0.54 percent.

Commodities Recap

Oil prices climbed to a three-week high on Monday, supported by prospects of tighter global supply amid potential new U.S. sanctions on Russia and rising crude imports by China.

Brent crude futures rose 89 cents, or 1.3%, to $71.25 a barrel by 1114 GMT, while U.S. West Texas Intermediate crude futures climbed 93 cents, or 1.4%, to $69.38.

Gold climbed to a three-week high on Monday, driven by safe-haven demand following U.S. President Trump’s tariff threats against the EU and Mexico. Silver also surged, reaching its highest level in nearly 14 years.

Spot gold was up 0.4% at $3,369.89 per ounce, as of 1123 GMT, after hitting its highest level since June 23 earlier in the session.

 

 

 

 

 


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