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Europe Roundup: Sterling dips against dollar, European shares fall, Gold hovers near two-week low, Oil rises on renewed US-Iran hostilities-July 17th,2026

Posted at 17 July 2026 / Categories Market Roundups


Market Roundup

•EU Current Account (May) 25.1B, 18.1B forecast, 15.7B previous

•EU Current Account n.s.a. (May) -6.2B, 14.9B previous

•EU Current Account (May) 25.1B, 18.1B forecast, 15.7B previous

•EU CPI (YoY) (Jun) 2.8%, 2.8% forecast, 3.2% previous

•EU Core CPI (YoY) (Jun) 2.4%, 2.4% forecast, 2.6% previous

•EU CPI (MoM) (Jun) -0.1%, -0.1% forecast, 0.1% previous

•EU HICP ex Energy and Food (MoM) (Jun) 0.2%, 0.2% forecast, 0.3% previous

•EU CPI ex Tobacco (MoM) (Jun) -0.1%, 0.1% previous

•EU Core CPI (MoM) (Jun) 0.2%, 0.2% forecast, 0.2% previous

•EU HICP ex Energy & Food (YoY) (Jun) 2.1%, 2.2% forecast, 2.2% previous

•EU CPI ex Tobacco (YoY) (Jun) 2.7%, 3.1% previous

•EU CPI, n.s.a. (Jun) 103.02, 103.07 forecast, 103.13 previous

•Canada Foreign Securities Purchases (May) 7.90B, 15.21B forecast, 46.92B previous

•US Export Price Index (MoM) (Jun) -0.6%, -0.4% forecast, 1.2% previous

•US Import Price Index (MoM) (Jun) 0.3%, -0.7% forecast, 1.7% previous

•US Housing Starts (Jun) 1.427M, 1.310M forecast, 1.199M previous

•US Building Permits (Jun) 1.367M, 1.400M forecast, 1.410M previous

•US Housing Starts (MoM) (Jun) 19.0%, -15.2% previous

•Canada Foreign Securities Purchases by Canadians (May) 22.270B, -11.370B previous

•US Building Permits (MoM) (Jun) -3.0%, -0.9% previous

•US Export Price Index (YoY) (Jun) 10.2%, 11.2% previous

•US Import Price Index (YoY) (Jun) 7.1%, 6.7% previous

•US Industrial Production (YoY) (Jun) 1.14%, 1.58% previous

•US Industrial Production (MoM) (Jun) 0.1%, 0.2% forecast, 0.1% previous

•US Manufacturing Production (MoM) (Jun) 0.0%, 0.1% forecast, 0.1% previous

•US Capacity Utilization Rate (Jun) 76.1%, 76.2% forecast, 76.1% previous

•US Michigan Consumer Sentiment (Jul) 54.4, 51.0 forecast, 49.5 previous

•US Michigan 1-Year Inflation Expectations (Jul) 4.2%, 4.6% previous

•US Michigan 5-Year Inflation Expectations (Jul) 3.3%, 3.3% previous

•US Michigan Consumer Expectations (Jul) 54.0, 51.7 forecast, 50.7 previous

•US Michigan Current Conditions (Jul) 54.9, 48.7 forecast, 47.7 previous

Looking Ahead Events And Other Releases (GMT)  

• 18:00 U.S. Baker Hughes Oil Rig Count  445 previous

• 18:00 U.S. Baker Hughes Total Rig Count   581 previous

Currency Forecast

EUR/USD : The euro dipped on Friday as escalating attacks in the Middle East soured sentiment.Iran and the United States exchanged intensifying fire in a week-long escalation that has largely unravelled last month's truce, spurring safe haven bids for the dollar and leading oil prices near one-month highs.Iran said it launched fresh attacks on U.S. facilities in the Gulf on Friday after a sixth consecutive night of U.S. strikes on Iranian military facilities. Looking ahead focus on the European Central Bank, which ?is widely expected to keep ?interest rates unchanged on ?July 23. Investors still expect a second rate hike this year in September as higher oil prices risk reigniting inflation pressures.The euro was flat at $1.1438. Immediate resistance can be seen at 1.1497(Higher BB), an upside break can trigger rise towards 1.1526(50%fib).On the downside, immediate support is seen at 1.1437(38.2%fib), a break below could take the pair towards 1.1324(23.6%fib).

GBP/USD: Sterling slipped lower on Friday as safe-haven U.S. dollar found some support from ongoing strikes in ?the Middle East.United States escalated its renewed bombing campaign on Iran by hitting bridges and an ?airport, and Tehran responded with strikes on U.S. bases across the Middle East.On the political front, Andy Burnham, nicknamed the 'King of the North', ?will become leader of Britain's ?governing Labour Party, ?the final step before becoming its seventh prime minister in a decade on a pledge to thwart the rise of the populist Reform ?UK. Traders took news of the likely appointment as a sign that ?Burnham, who is set to become leader of the governing Labour Party on Friday and prime minister next Monday, is not planning to ramp up spending as some investors had ?originally feared. Immediate resistance can be seen at 1.3444(Daily high), an upside break can trigger rise towards 1.3485(50%fib).On the downside, immediate support is seen at 1.3343(38.2%fib), a break below could take the pair towards1.3296(SMA 20).

 AUD/USD: The Australian dollar eased slightly   on Friday  as risk appetite remained subdued amid   persistent U.S.-Iran tensions.   The Australian dollar also faced headwinds from stronger-than-expected U.S. economic data and hawkish remarks from Federal Reserve officials, reinforcing expectations that U.S. interest rates could remain elevated for longer.Geopolitical tensions   remained elevated, with U.S. President Donald Trump threatening a broader escalation in strikes on Iran.. Federal Reserve Vice Chair Philip Jefferson said he would support raising interest rates if inflation fails to improve in the near term, though he believes keeping rates unchanged for now remains appropriate following the Fed's June decision.The Federal Reserve is scheduled to decide on interest rates at its July 28-29 meeting. Following softer-than-expected June inflation data, markets have largely priced out the likelihood of a rate hike this month. Immediate resistance can be seen at 0.6952 (SMA 20), an upside break can trigger rise towards 0.7000(Psychological level).On the downside, immediate support is seen at 0.6875(23.6%fib), a break below could take the pair towards 0.6811(Lower BB).

USD/JPY:  The dollar dipped against yen  as traders remained wary of official intervention from Tokyo. Japan’s Finance Minister Satsuki Katayama said on Friday that there’s no change to the government's stance that specific monetary policy means it's up to the Bank of Japan (BoJ) to decide. Meanwhile, Prime Minister Sanae Takaichi stated that the government aims for a stable drop in the debt-to-GDP ratio, adding that the council will discuss the food tax before a decision in early August. The dollar index  , which measures the U.S. currency against six other units, was less than 0.1% higher at 100.79,set for a weekly drop of 0.2%.The Japanese yen edged higher fetching 162.33 per U.S. dollar. Immediate resistance can be seen at 162.73(23.6%fib) an upside break can trigger rise towards 163.00(Psychological level) .On the downside, immediate support is seen at  160.81(38.2%fib)  a break below could take the pair towards 159.58(50%fib).

Equities Recap

European shares fell on ‌Friday, tracking a loss in global markets on the back of a chip-stock selloff and an escalating Middle East conflict.

UK's benchmark FTSE 100 was up by 0.20 percent, Germany's Dax  was down by 0.17 percent, France’s CAC was down by 0.45 percent.

Commodities Recap

Gold was on track for ‌its biggest weekly loss in six on Friday, as escalating U.S.-Iran clashes lifted oil prices, adding to inflationary pressures and strengthening the case for higher U.S. interest rates.

Spot gold was up 0.6% at $3,993.22 ?per ounce by 0758 GMT, having touched its lowest since July 1 ?earlier in the day. U.S. gold futures for August delivery gained 0.1% ?to $3,996.90.


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