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Payrolls hand wins to doves and hawks
Data leaves room for both narratives. PMIs in spotlight today. Markets balk at full BoE cut.
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December cut bets fade fast
Dollar up, Fed blind, Nvidia the only game in town. Markets see Bailey warming to December cut. Euro’s toughest session this November.
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Bracing for the data blast
Caution builds as markets await a clear catalyst. Credibility vs hikes. Pining for softer US data.
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And we are back!
Shutdown ends, data game on. No political shelter for sterling. Lacking momentum, will the data deliver?
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Shutdown resolution in sight after senate move
Dollar waits for data to speak. Sterling slips on labour market miss. Reading between the ZEW lines.
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Markets see no BoE cut, but doves hover
Soft jobs and strong services keep dollar bid. Easing ahead but not fully priced. A pause in the pressure.