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US dollar gasping for a strong NFP
Dollar stalls ahead of labor data. Euro driven by its peers. Budget pressure builds.
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Oil jumps on renewed geopolitical tensions, bond rout extends
Oil fuels hawkish repricing, dollar looks for support. Eurozone inflation near 3-year highs, euro muted. Sterling’s yield advantage risks narrowing.
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Torn between credibility and fundamentals
Dollar faces a defining September. EUR/USD holds its line. Sterling defies seasonality.
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FX consolidates: Where do we go from here?
Dollar awaits its next catalyst. Ifo extends winning streak. Sterling’s yield edge holds.
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Yields up, confidence down
Dollar weakness exposes US policy premium. EUR/USD consolidates below 1.17 ahead of Jackson Hole. Fiscal fears boost the franc.
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All eyes on Jackson Hole, parsing Warsh’s messaging
Debasement trade returns as Jackson Hole looms. More constructive, but euro still needing its own story. Sterling supported, budget risks linger.