• Weekend talks fail

    Weekend talks fail

    Oil surges again as peace talks break down. Escalation returns but euro stays calm. Risk-off shakes sterling – barely.

  • Oil above 100 and unbothered

    Oil above 100 and unbothered

    Dollar hits fresh 10-month high. Growth or rates, the euro loses either way. Five-day slide puts 1.30 back in view.

  • Conflict momentum builds

    Conflict momentum builds

    Dollar strength with a side of doubt. Conflicted ECB, vulnerable euro. Sterling’s resilience is fraying.

  • Searching for an off-ramp

    Searching for an off-ramp

    Dollar rally hinges on Iran. Euro stuck in diplomatic limbo. Rebound built on shaky foundations.

  • Fragile optimism

    Fragile optimism

    Domestic realities test the limits of Iran’s campaign. Front‑end eases, euro lifts. BoE hawkishness finds clearer expression.

  • Ultimatum clock ticks

    Ultimatum clock ticks

    Geopolitics back in the driver’s seat. Sterling’s fragile backstop exposed. ECB hawks re-claim the narrative.