// 19 ASSETS | TWICE DAILY | MON-FRI | 10 MIN READ

Pair drifted to 1.1643 (+0.05%) as DXY slid 0.25% on falling oil and a softer US10Y print, with traders fading the dollar into the Warsh handover.

Cable slipped 0.30% to 1.3456, underperforming EUR as gilts caught a UK-specific bid on weaker domestic data, narrowing the rate gap that had been supporting GBP.

Up 0.16% to 159.20 — the dollar lost ground broadly but Yen lagged again as US10Y at 4.49% still pays a 380bp carry over JGBs.

Aussie slipped 0.08% to 0.7165, ignoring the dollar weakness as soft iron ore and a cooler China PMI undercut the commodity bid.

Gold eased 0.30% to 4,507 as the US-Iran ceasefire framework progressed and the war premium bled out — silver squeezed higher (+1.81%) on industrial demand.

Silver ripped 1.81% to 77.27 even as gold faded — a classic gold/silver ratio compression as industrial demand and AI-data-center electricity buildout drive solar/copper-linked metals.

WTI cratered 4.67% to 92.09 — the biggest one-day drop in weeks — as Trump and Rubio confirmed progress on a Hormuz-reopening framework with Iran.

S&P closed +0.61% at 7,519 — broad bid on peace-trade optimism, with energy laggards offset by a roaring tech tape.

Nasdaq-100 punched +1.76% to a fresh record 30,001 — led by Micron joining the $1T club on AI memory demand and a broad chip squeeze.

Dow lagged at -0.23% to 50,461 — held back by energy names selling off into the Iran-deal headlines while tech ran without it.

BTC slid 1.98% to 75,748 — the dollar-down move did not lift crypto this time, with risk being funneled into Nasdaq megacaps instead.

ETH fell 1.80% to 2,073, tracking BTC down but with no relative outperformance despite continued L2 fee growth.

NVDA closed -0.22% at 214.86, taking a breather as Micron stole the AI-memory spotlight and chip leadership briefly rotated.

TSLA jumped +1.78% to 433.59 as Musk publicly defended Model Y sales dominance and brand-damage narratives lost steam.

Apple slipped 0.16% to 308.33, range-bound as the broader Nasdaq ran without it — AI catch-up narrative still hasn't fully landed for AAPL.

MSFT eased 0.61% to 416.03, lagging mega-cap peers despite the Nasdaq strength as cloud-growth bar gets harder each quarter.

META added 0.34% to 612.34 — quiet but constructive, holding range while the AI memory/silicon names did the running.

GOOGL surged +1.54% to 388.88 — outperformed mega-cap peers as Cloud AI deal headlines and a friendlier antitrust read-through lifted sentiment.

AMZN slipped 0.39% to 265.29, lagging the Nasdaq as AWS competitive read-throughs from earlier earnings prints still weighed on sentiment.