-
Greenback on thin ice as long-end yields roar
The bear steepener, the USD, and the Fed’s path. Eurozone fractures. BoE Pivot Risks GBP Reversal.
-
Political interference vs. instability: emerging risk premia in USD and EUR
The new tariff is political interference. Fragmentation risk returns. What’s next for sterling-euro?.
-
Producer price shock revives Fed dilemma
US producer prices soar to 3-year high. From speculation to validation: what the euro needs now. Pound to 1-month highs on pared BoE easing bets.
-
Fed bets boost stocks, bruise dollar
S&P 500’s rise, Dollar’s demise. Euro eyes $1.20—but the Fed holds the key. Policy divergence drives GBP higher.
-
September cut passes the CPI test
Doves take flight on tame CPI. Euro rides the policy gap. Sterling breaks out as Fed softens, BoE stands firm.
-
U.S. macro drives the FX narrative
Fed hawkery, macro beats send US Dollar to two-month high. Hard data hits harder: euro shrugs off tariff talk. Mixed moves for sterling.