A hard risk-off session closed the loop from Tokyo to New York, with the Nikkei 225 down 4.17% and the metals complex leading the losers’ board.
Equities
The Nikkei 225 was the standout, sliding 4.17% to 66,048 and dropping 3.36% on the week β though it still holds a 52.79% year-on-year gain.
Wall Street followed lower. The Nasdaq 100 shed 1.79% to 29,467, the S&P 500 fell 0.72% to 7,691, and the Dow eased 0.24% to 53,341. The tech-heavy Nasdaq was the session’s weak spot despite a 26.25% year gain.
Europe closed red across the board. The Euro Stoxx 50 lost 0.76%, the CAC 40 fell 0.71%, and the DAX 40 dropped 0.62% to 26,142. The FTSE 100 held flattest at -0.05%, while the Hang Seng bucked the mood with a 0.08% gain.
Metals
Precious metals bore the brunt. Silver dropped 4.0% to 63.31, platinum fell 3.74% to 1,714, and palladium slid 3.43% to 1,285. Gold gave back 2.08% to 4,333.
The pullback dents recent strength rather than erasing it: silver is still up 12.38% on the month and 69.5% on the year, while gold holds an 8.08% monthly gain and 30.76% over twelve months.
Crypto and energy
Against the sell-off, a few names pushed higher. Solana led the covered majors, up 1.25% to 76.84, while Bitcoin edged up 0.16% to 64,577 and Ethereum was essentially flat at 1,911.
The softer altcoins told a different story β Stellar fell 2.61% and is down 18.34% on the month, while Cardano slipped 0.63% to 0.1726, deep in the red at -79.61% year-on-year.
Crude was the day’s other bright spot. UKOil rose 0.42% to 89.87 and USOil added 0.35% to 84.35, both up more than 3% on the week and over 35% on the year.
Currencies
FX moves were muted alongside the equity and metals swings. The dollar firmed modestly against the antipodeans, with NZDUSD down 0.55% to 0.5872 and AUDUSD off 0.34% to 0.7083. USDJPY nudged up 0.17% to 159.60.
The rand outperformed, with USDZAR down 0.50% to 16.137, extending a 2.19% monthly decline. EURUSD was little changed at 1.1574, holding a 1.4% monthly advance.
The metals complex and the Nikkei remain the session’s clearest pressure points into the next open.




