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Dollar Under Pressure, Euro Gains on Options: A Closer Look at the G-10
Monday, 1 September 2025 16:30 WIB | US DOLLAR |DOLLAR

The dollar extended its recent decline as investors built bearish positions ahead of Friday's key US employment report.

Spot volumes were around 70% of recent averages, with European flows nearly one-sided, according to Europe-based traders. Demand for bearish greenback exposure to Friday's figures began late last week and maintained its bias as September trading began.

The Bloomberg Dollar Spot Index fell 0.1%, down for a fifth day; a close lower this week would mark the longest losing streak since April 2023. The Labor Day holiday in the US will keep spot and options volumes low.

EUR/USD rose 0.4% to 1.1735, heading for its strongest close in more than a month. One-week risk reversals rose for a third day, benefiting the common currency, and it traded at 25 bps, its highest since August 25. The one-month risk is at 30bps while the one-year rate is at 82bps and remains near recent highs.

A federal appeals court ruled President Donald Trump's global tariffs illegal, adding pressure on the dollar. USD/JPY was little changed at 147.04; a weak US jobs reading this week could weigh on the dollar, BNP Paribas said, adding that this could move the US currency out of its recent trading range against the yen.

Scandinavian currencies led G-10 gains as e-mini futures reversed losses; USD/SEK fell 0.6% to 9.3979, its lowest since June 12.

NZD/USD rose 0.3% to 0.5912 as some traders factored in the risk that the new Reserve Bank governor may not be as dovish. New Zealand expects to appoint a new RBNZ governor within weeks, Prime Minister Christopher Luxon said. USD/CNH rose 0.1% to 7.1301 after China weakened its currency peg on Monday.

Some information comes from forex traders familiar with the transactions who asked not to be identified as they are not authorized to speak publicly.

Want more news on this market? Click here for the First Word channel, curated with actionable news from Bloomberg and select sources. (alg)

Source: Bloomberg

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