Eurozone CFTC EUR NC Net Positions up to €990K from previous €91.8K

United States CFTC S&P 500 NC Net Positions fell from previous $-163.9K to $-1474K

Australia CFTC AUD NC Net Positions fell from previous $-71.6K to $-759K

United States CFTC Oil NC Net Positions up to 692K from previous 74.9K

Japan CFTC JPY NC Net Positions up to ¥312K from previous ¥51.3K

United States CFTC Gold NC Net Positions: $2103K vs $202.3K

United Kingdom CFTC GBP NC Net Positions dipped from previous £-55K to £-793K

In an interview with the Wall Street Journal, the US President Donald Trump revealed that he is leaning on former Fed Governor Kevin Warsh and also on the National Economic Council Director Kevin Hassett to lead the Federal Reserve since May 2026.

The Pound Sterling (GBP) remains under pressure heading into 2026 amid flat UK growth and the Bank of England’s ongoing easing cycle.

The price of Silver is currently skyrocketing. Yesterday, the price reached a new record high of $64.3 per ounce, Commerzbank's commodity analyst Carsten Fritsch notes.

Lower European Gas prices (TTF) are having an impact: according to an analysis of ship tracking data by Bloomberg, LNG shipments from Qatar have recently been diverted away from Europe to India, Commerzbank's Head of FX and Commodity Research Thu Lan Nguyen notes.

Federal Reserve (Fed) President of the Bank of Cleveland, Elizabeth Hammack, said on Friday that the lack of data during the shutdown made it harder to read inflation. She also said that she is very grateful that the government data returned.

Federal Reserve (Fed) Bank of Philadelphia President Anna Paulson said that the rate cuts have ‘taken out some insurance’ against job market risks and that the current Fed policy, ‘somewhat restrictive,’ should moderate inflation at the Delaware State Chamber of Commerce, in Wilmington, on Friday.

Canada Wholesale Sales (MoM) registered at 0.1% above expectations (-0.1%) in October

Canada Building Permits (MoM) above forecasts (-1.2%) in October: Actual (14.9%)

Canada Capacity Utilization below expectations (79.3%) in 3Q: Actual (78.5%)

Federal Reserve (Fed) Bank of Chicago President Austan Goolsbee said on Friday that waiting would have provided the benefit of the updated economic data, and most data show stable economic growth, with the labor market only moderately cooling.

Russia Foreign Trade dipped from previous $13.595B to $11.143B in October

United Kingdom NIESR GDP Estimate (3M): -0.1% (November) vs previous 0%

Mexico Industrial Output (YoY) registered at -0.4% above expectations (-2.4%) in October

India Bank Loan Growth increased to 11.5% in November 24 from previous 11.4%

USD/CNH continues to drift lower amid a softer US Dollar (USD) and another strong CNY fix, with the PBoC guiding the RMB along a controlled appreciation path.

The Nasdaq 100 is stabilizing after breaking its descending channel and retaking the 50-DMA, but momentum is capped near the 25,890 gap, Société Générale's FX analysts note.

United Kingdom Consumer Inflation Expectations dipped from previous 3.6% to 3.5%

Recent policy meetings suggest China has moved away from tariff-related emergency response mode. Upgrading and rebalancing gaining importance in the policy agenda to foster self-sustained growth.

Brent is drifting toward October’s $60.10 support, with only limited rebound potential amid persistent failure at the 200-DMA, Société Générale's FX analysts note.

China New Loans up to 390B in November from previous 220B

China M2 Money Supply (YoY) fell from previous 8.2% to 8% in November

Spain Consumer Price Index (MoM) in line with expectations (0.2%) in November

Spain Harmonized Index of Consumer Prices (MoM) meets forecasts (0%) in November