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European Indices Decline as Euro Gains Against Major Currencies

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European Indices Decline as Euro Gains Against Major Currencies

European Trading Session Report | February 02, 2026 |

Market Commentary

### European Market Commentary: Session Open Amid Precious Metals Sell-Off

European equities are extending losses in early trading as the session unfolds, pressured by a sharp reversal in precious metals and lingering caution from overnight sessions. The Euro Stoxx 50 is sliding 0.83%, leading declines among major indices, while the DAX is dipping 0.45%, the CAC 40 falling 0.47%, and the FTSE 100 easing 0.50%. This broad-based pullback reflects investor unease over escalating geopolitical tensions, including the impending lapse of nuclear arms control agreements starting Thursday, which is stoking risk aversion.

Last Friday, US markets closed lower, with the S&P 500 down 0.43%, the Dow Jones slipping 0.36%, and the Nasdaq 100 tumbling 1.28%, driven by tech sector weakness and margin pressures in Asia reaching decade-high levels. Asian selling intensity, particularly in overleveraged positions, is spilling over into Europe, amplifying volatility as traders reposition ahead of key data releases.

In foreign exchange, the euro is gaining modest ground against the dollar, with EUR/USD rising 0.10%, buoyed by expectations of steady ECB policy amid cooling Eurozone inflation signals. The pound is also strengthening slightly, GBP/USD up 0.08%, supported by resilient UK growth data, though EUR/GBP is edging higher by 0.05% as eurozone fundamentals take precedence. The Swiss franc is appreciating, USD/CHF declining 0.06%, acting as a safe-haven amid uncertainty. Broader commodity currencies like AUD/USD are ticking up 0.04%, but USD/CAD remains flat at 0.01% higher.

Precious metals are in freefall, with gold plunging 6% and silver crashing 12% in an accelerated sell-off, rattling equities and underscoring bets on higher-for-longer interest rates, as echoed by former Fed Governor Kevin Warsh’s call to “make a bet” on policy normalization. This dynamic is weighing on mining and materials sectors across European benchmarks, exacerbating downside momentum.

European market drivers remain centered on ECB rhetoric and upcoming Eurozone PMI figures, due later today, which could influence rate cut expectations if manufacturing data disappoints. Political developments, including governance probes in the private equity and insurance spaces—such as regulatory caps on growth for PE-backed firms and profit slumps at wealth managers like Julius Baer— are highlighting sector vulnerabilities, prompting de-risking in financials.

Sentiment

European Indices Performance

Performance: (Today Last – Yesterday Close) / Yesterday Close × 100

Index Price Daily (%)
Euro Stoxx 50 5898.60 -0.83
DAX 24427.46 -0.45
CAC 40 8088.45 -0.47
FTSE 100 10172.41 -0.50

US Markets (Previous Close)

Index Price Daily (%)
S&P 500 6939.03 -0.43
Dow Jones 48892.47 -0.36
Nasdaq 100 25552.39 -1.28

Currency Pairs Performance

Pair Price Daily (%)
EUR/USD 1.19 +0.10
GBP/USD 1.37 +0.08
USD/JPY 154.78 0.00
EUR/GBP 0.87 +0.05
USD/CHF 0.77 -0.06
AUD/USD 0.70 +0.04
USD/CAD 1.36 +0.01

₿ Cryptocurrency Performance

Crypto Price Daily (%)
Bitcoin 76871.05 -0.13
Ethereum 2242.22 -1.14

Today’s Economic Calendar

High and medium importance events. Times in US Eastern Time (ET).

Date Time Cur Imp Event Actual Forecast
2026-02-02 02:00 Medium Nationwide HPI (MoM) (Jan) 0.3% 0.3%
2026-02-02 02:00 Medium Nationwide HPI (YoY) (Jan) 1.0% 0.7%
2026-02-02 02:00 Medium German Retail Sales (MoM) (Dec) 0.1% -0.1%
2026-02-02 03:15 Medium HCOB Spain Manufacturing PMI (Jan) 49.2 49.9
2026-02-02 03:30 Medium procure.ch Manufacturing PMI (Jan) 47.2
2026-02-02 03:45 Medium HCOB Italy Manufacturing PMI (Jan) 48.5
2026-02-02 03:50 Medium HCOB France Manufacturing PMI (Jan) 51.0
2026-02-02 03:55 Medium HCOB Germany Manufacturing PMI (Jan) 48.7
2026-02-02 04:00 Medium HCOB Eurozone Manufacturing PMI (Jan) 49.4
2026-02-02 04:30 Medium S&P Global Manufacturing PMI (Jan) 51.6
2026-02-02 09:45 High S&P Global Manufacturing PMI (Jan) 51.9
2026-02-02 10:00 Medium ISM Manufacturing Employment (Jan)
2026-02-02 10:00 High ISM Manufacturing PMI (Jan) 48.5
2026-02-02 10:00 High ISM Manufacturing Prices (Jan) 59.3
2026-02-02 11:30 Medium Atlanta Fed GDPNow (Q4) 4.2%
2026-02-02 12:30 Medium FOMC Member Bostic Speaks
2026-02-02 19:30 Medium Building Approvals (MoM) (Dec) -6.4%
2026-02-02 22:30 High RBA Interest Rate Decision (Feb) 3.85%
2026-02-02 22:35 Medium 10-Year JGB Auction
2026-02-02 23:30 Medium RBA Monetary Policy Statement
2026-02-02 23:30 Medium RBA Rate Statement

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