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Hormuz blockade returns, oil surges
Dollar firms as Gulf risks rise. Euro faces a familiar threat. Keep calm and carry on.
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Geopolitical tensions fail to rattle markets
Markets look to negotiations. ECB hawks and doves claim victory. Rates support returns, politics lingers.
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Fresh strikes cloud peace outlook
Oil surge revives dollar demand. Caught in a lose-lose dynamic. Sterling’s silent rise.
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Geopolitics back in focus?
Oil surge revives dollar demand. Caught in a lose-lose dynamic. Sterling’s silent rise.
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Geopolitical tensions resurface, Fed meeting minutes in focus
Firm for now, policy risks loom. Conflict jitters and defence spending lift long-end yields. Sterling rises above the political noise.
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Consolidation as markets await data signals
Markets demand proof. Consolidating, not recovering. Pound’s recovery faces key test.