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Eurozone industrial output rose 0.1% MoM in April as firms rushed to fill orders amid fears of price rises and supply disruptions from the Middle East conflict, Eurostat said; March was revised up to +0.4% MoM. Energy shocks are expected to weaken future output: in May input prices rose at the fastest pace in 3½ years and S&P Global’s eurozone manufacturing PMI cooled from 52.2 in April to 51.6. The industrial hit is likely to drag on Q2 growth; the economy showed recessionary signs after Q1 GDP contracted 0.2% QoQ following a 0.2% expansion in the prior quarter. News of a US‑Iran temporary deal to reopen the Strait of Hormuz could ease pressures on energy‑intensive sectors. Deutsche Bank chief economist Joerg Kraemer said a rebound is premature and expects alternating good and bad news over the next two months; Deutsche Bank still forecasts 0.6% growth for the eurozone this year.

Leveraged funds raised net short positions in the yen to over 115,000 contracts in the week to June 9, the largest level since November 2017, the U.S. Commodity Futures Trading Commission (CFTC) showed. The positioning build comes with the yen trading around JPY160 per dollar, keeping traders alert to government intervention risk, and occurs despite the prospect of Bank of Japan rate hikes — indicating carry-trade activity may be reviving.