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Risk assets rally amid wave of catalysts
Trade truce signs and Fed easing bets. ECB in a good place. Mixed macro signals.
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Tuning out Trump, tuning into CPI
All eyes on US inflation. Retail therapy for the pound. Trading on thin air.
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USD index is up 1.6% this week
Soft jobs, strong dollar. No joy for the euro. UK jobs market is stabilising.
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Markets drift without data
Strength by default. EUR/USD hits 1-month low. Hawkish hue offers pound a lifeline.
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Dollar’s rebound gains momentum
Flirting with resistance, dollar awaits Fed firepower. Shutdown silence, euro slides. Sterling’s mixed fortunes.
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Markets drift without data
No jobs report, no conviction. Euro’s sugar high fades. Held Up by rates, held back by growth.