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Searching for an off-ramp
Dollar rally hinges on Iran. Euro stuck in diplomatic limbo. Rebound built on shaky foundations.
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Fragile optimism
Domestic realities test the limits of Iran’s campaign. Front‑end eases, euro lifts. BoE hawkishness finds clearer expression.
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Ultimatum clock ticks
Geopolitics back in the driver’s seat. Sterling’s fragile backstop exposed. ECB hawks re-claim the narrative.
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Hawkish signals reverberate
Hawkish Fed, hot oil, stronger dollar. BoE holds, hawkish tone lifts the pound. Euro jumps as ECB recalibrates.
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It’s Fed day!
A balancing act for the Fed. Recovery lacks conviction. Oil rebound complicates BoE’s path to target.
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Calm inflation meets choppy crude
CPI delivers calm, geopolitics steals the spotlight. Sterling resilience has limits. Still reliant on sustained energy flows.