- European bourses are modestly firmer, whilst US equity futures are mixed; the NQ narrowly outperforms led by tech optimism post Oracle results
- Dollar is flat, JPY underperforms post-Ueda and the Pound lags after softer-than-expected jobs data
- Bonds are modestly firmer, taking the lead from Gilt outperformance following the region's jobs data
- Crude is firmer as geopolitical themes remain; XAU is lower
- Looking ahead, US CPI, EIA STEO, OPEC OMR, Supply from the US, Comments from BoE's Bailey
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