• Out of steam without data

    Out of steam without data

    Markets eye holiday calm on Fed pivot. Short‑term euro bid, long‑term risk. Sterling volatility climbs into Budget risk.

  • Payrolls hand wins to doves and hawks

    Payrolls hand wins to doves and hawks

    Data leaves room for both narratives. PMIs in spotlight today. Markets balk at full BoE cut.

  • December cut bets fade fast

    December cut bets fade fast

    Dollar up, Fed blind, Nvidia the only game in town. Markets see Bailey warming to December cut. Euro’s toughest session this November.

  • Bracing for the data blast

    Bracing for the data blast

    Caution builds as markets await a clear catalyst. Credibility vs hikes. Pining for softer US data.

  • And we are back!

    And we are back!

    Shutdown ends, data game on. No political shelter for sterling. Lacking momentum, will the data deliver?

  • Shutdown resolution in sight after senate move

    Shutdown resolution in sight after senate move

    Dollar waits for data to speak. Sterling slips on labour market miss. Reading between the ZEW lines.