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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.
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Dollar holds, euro fades
DXY at 99 – riding the data drought. Unanchored – EUR/USD slips as support fades. Jobs soft, wages sticky.
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Threats first, walk-backs later
Rare earths, tariffs and a TACO walk-back. Euro politics – rinse and repeat. UK jobs report in focus.
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Muted data, loud politics
Reconciling GDP growth with labor weakness. Euro sentiment back on trial. Sterling breathes, euro buckles.
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Nothing nourishing for GBP and EUR
Stagnation with a price twist. No break without payrolls. A tricky Q4 awaits sterling.
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America offline
US shutdown begins, dollar wobbles. Eyes on $1.18 in the short term. GBP steady above 1.34 as shutdown shadows dollar.