Equities: we recently saw the Nikkei reaching best levels since last year, the index retraced from the 29,000 level but remains as top + mover
FX: The dollar just posted its best week since April 2020, the Bloomberg dollar index tracks a 1.5% gain while low yielders give in ground, SEK down 4.3% MTD
SOVM: JGBs step up sending yields lower, we just had inflation metrics from Japan this week and showed core inflation accelerating above the BoJ's target of 2%. Front end U.K. gilts see the most pressure in the space, 2-y yield up 78bps on the month, followed by Canadian 5-y 46bps move
Commodities: crude oil tracks the largest decline in the space, European natural gas contracts lead with double-digit moves as we head into the second half of the month
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