• Soft talk, sticky prices

    Soft talk, sticky prices

    It’s not just tariff-inflation. Euro finds relief in politics, not data. BoE and IMF align on UK growth risks.

  • Dollar holds, euro fades

    Dollar holds, euro fades

    DXY at 99 – riding the data drought. Unanchored – EUR/USD slips as support fades. Jobs soft, wages sticky.

  • Threats first, walk-backs later

    Threats first, walk-backs later

    Rare earths, tariffs and a TACO walk-back. Euro politics – rinse and repeat. UK jobs report in focus.

  • Muted data, loud politics

    Muted data, loud politics

    Reconciling GDP growth with labor weakness. Euro sentiment back on trial. Sterling breathes, euro buckles.

  • Nothing nourishing for GBP and EUR

    Nothing nourishing for GBP and EUR

    Stagnation with a price twist. No break without payrolls. A tricky Q4 awaits sterling.

  • America offline

    America offline

    US shutdown begins, dollar wobbles. Eyes on $1.18 in the short term. GBP steady above 1.34 as shutdown shadows dollar.