• De‑escalation narrative awaits validation

    De‑escalation narrative awaits validation

    Markets stall asymmetrically as de-escalation awaits confirmation. Resilient, but still waiting for conviction. Sterling holds, but upside lacks conviction.

  • De-escalation bias still alive

    De-escalation bias still alive

    Markets pivot as geopolitical tensions ease. Up seven days straight. Sterling rally faces macro reality.

  • Weekend talks fail

    Weekend talks fail

    Oil surges again as peace talks break down. Escalation returns but euro stays calm. Risk-off shakes sterling – barely.

  • Oil above 100 and unbothered

    Oil above 100 and unbothered

    Dollar hits fresh 10-month high. Growth or rates, the euro loses either way. Five-day slide puts 1.30 back in view.

  • Conflict momentum builds

    Conflict momentum builds

    Dollar strength with a side of doubt. Conflicted ECB, vulnerable euro. Sterling’s resilience is fraying.

  • Searching for an off-ramp

    Searching for an off-ramp

    Dollar rally hinges on Iran. Euro stuck in diplomatic limbo. Rebound built on shaky foundations.