US equities fell following yesterday’s trade-related news – the resignation of the top US economic adviser, plus a clampdown on Chinese investment and trade. Commodities fared poorly, while the US dollar and bond yields were only modestly affected.

Pro-risk currencies reacted positively to headlines that North Korea was open to talks with the US. US equities are modestly higher, while bond yields are little changed.

Pro-risk currencies reacted positively to headlines that North Korea was open to talks with the US. US equities are modestly higher, while bond yields are little changed.

A less defensive mood prevailed. US equities extended Friday’s rebound, the S&P500 up 1.1% currently. Bond yields also rose, but the US dollar tracked sideways.

A less defensive mood prevailed. US equities extended Friday’s rebound, the S&P500 up 1.1% currently. Bond yields also rose, but the US dollar tracked sideways.

US equities did not react further to the US tariffs news, the S&P500 closing Friday up 0.5%. US bond yields also rose, but the US dollar was subdued.

US equities did not react further to the US tariffs news, the S&P500 closing Friday up 0.5%. US bond yields also rose, but the US dollar was subdued.

The US dollar’s recent recovery stalled after Fed Chair Powell’s second testimony. US equities are lower, as are bond yields.

The US dollar’s recent recovery stalled after Fed Chair Powell’s second testimony. US equities are lower, as are bond yields.

The US dollar held onto recent gains but bond yields retraced yesterday’s Powell-related rise.