• Triple-digit oil keeps USD steady

    Triple-digit oil keeps USD steady

    Markets are betting on containment and duration is the risk. Muddy ECB policy path. Sterling at one-month high versus euro.

  • Focus on geopolitics and Warsh

    Focus on geopolitics and Warsh

    Ceasefire deadline tests risk conviction. EUR trading a delicate calm. GBP supported by peace hopes, challenged by UK politics.

  • Diplomatic dialogue stalls once again

    Diplomatic dialogue stalls once again

    Decoding the current US dollar unwind. Whiplash headlines, limited follow-through. Sterling whipsawed by geopolitical reversals.

  • All-time highs, old trades unwound

    All-time highs, old trades unwound

    From war premium to peace trade. EUR sentiment improves, but proof still pending. UK GDP surprise lifts pound, but outlook fragile.

  • Back to de‑escalation

    Back to de‑escalation

    Blockade without fire keeps markets steady. The euro’s quiet comeback. Sterling jumps back to pre-war level.

  • Markets test the durability of de‑escalation

    Markets test the durability of de‑escalation

    Lower yields, lower dollar, despite mixed signals. Euro rides fragile optimism and hawkish tailwinds. Sterling’s diverging paths.