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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.
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Déjà vu? US dollar slides on sentiment, echoing 2025
US dollar pays for treasury yield suppression. Dollar story strikes again. GBP beats the dollar, lags the rest.
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Hawkish Fed story under strain?
Dollar holds the line. Soft US data lifts EUR/USD to two-month highs. Data week puts sterling’s resilience to the test.
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Price pressure backdrop remains in check, for now
Tame inflation print keeps hawks wanting more. EUR/USD shrugs off soft CPI. Calm seas keep sterling afloat.