El euro se fortalece mientras la inflación subyacente se mantiene; el oro apunta a recuperar 2,400.

The euro found a bid overnight after Thursday's flash eurozone CPI came in a touch above consensus, with the core measure proving stickier than the doves had hoped. EUR/USD lifted off 1.0765 to trade 1.0800 as markets pared expectations for the pace of ECB easing into year-end. The DXY eased to 104.60 in sympathy, though dollar losses were cushioned by resilient US yields, with the 10-year holding 4.32%. Gold clawed back toward the 2,400 handle, drawing support from the softer dollar and steady haven flows, though it stalled short of a clean reclaim. USD/JPY drifted to 152.30 as the rate gap kept the carry trade attractive despite official warnings. Sterling tracked the euro higher to 1.2775, shrugging off a soft UK data point. Commodity currencies were mixed; the Aussie lagged on China growth concerns while the loonie firmed with crude. The overnight signal was cleanly fundamental: sticky European inflation is doing the heavy lifting for the single currency.