The US dollar rose slightly further and bond yields recovered earlier losses following firmer manufacturing and services data.

The US dollar rose overnight amid central bank decisions, geopolitical headlines and softer US data, while bond yields were volatile but little changed.

Markets were relatively stable during the US holiday.

Bond yields and the US dollar fell in response to softer US retail sales data, while the prospect of lower interest rates helped the S&P500 rise 0.2% to a fresh record high.

Bond yields rose, the US dollar fell, and the S&P500 rose 0.9% to a record high. Markets shifted from a risk-averse to a risk-seeking state, amid little major news and calmer sentiment regarding the French election.

Bond yields fell and the US dollar rose, as risk aversion related to Europe persisted. US consumer sentiment fell. The S&P500 closed unchanged, but the Eurostoxx 50 closed down 2.0%.

Bond yields fell in response to softer US PPI inflation data, but the US dollar did not follow suit.

Bond yields and the US dollar fell in response to softer US CPI inflation data, partly recovering later in response to the FOMC statement. The S&P500 is up 0.9%.

Bond yields fell after a strong US treasury auction, while currencies were mixed. There was little major news, markets awaiting key US CPI data and the Fed decision.

In a lacklustre overnight session, bond yields crept slightly higher, while currencies were mixed. The EUR underperformed amid political uncertainty. Markets appear to be in waiting mode ahead of key US CPI data and the Fed decision later this week.