• Peace hopes need proof

    Peace hopes need proof

    Dollar finds support in fed and fear. Resilient eurozone, relentless US dollar. Weak data, weaker price action.

  • Dollar gains on inflation timeline

    Dollar gains on inflation timeline

    Iran delay keeps dollar rate support intact. Limited support despite geopolitical progress. Borrowing clouds Budget plans.

  • This week, it’s geopolitics, not data

    This week, it’s geopolitics, not data

    Dollar at one-month high, eyes geopolitical developments. Politics moves up the euro agenda. BoE recedes, global forces dominate.

  • Just deliver, Warsh

    Just deliver, Warsh

    For the US dollar, it’s hike or nothing. Euro downside risks building. Inflation lands, sterling waits.

  • Oil surge nudges the Fed toward a hike

    Oil surge nudges the Fed toward a hike

    Energy shock puts Fed guidance at center of Dollar outlook. Caught between geopolitics and a Fed hike. Global risk hits cable, rates keep rising.

  • Oil says, “let’s hike”

    Oil says, “let’s hike”

    Dollar firms on boosted Fed hike bets. ECB hikes, outhawks, and markets take note. Strong GDP, but bond story is bigger.