• Fed under fire, inflation in focus

    Fed under fire, inflation in focus

    Fed risk simmering, dollar holds solid. Dollar resilience caps euro ambition. Pound close to 10-year average.

  • Dollar at 4-week high before twin risk events

    Dollar at 4-week high before twin risk events

    Jobs and judgements in focus. Sterling’s structural headwinds persist. Jobs jolt poised to shake EUR/USD.

  • Risk appetite cools, dollar firms

    Risk appetite cools, dollar firms

    Signals beyond Venezuela. Digesting the US data deluge. Rate spread widens, jobs data holds the trigger. Pound softer amid risk off tone.

  • A changing world sets the tone for 2026

    A changing world sets the tone for 2026

    Geopolitics supporting the dollar. Euro moves made in America. Pound punches through 3-month highs.

  • Firm dollar, fading yen

    Firm dollar, fading yen

    US inflation undershoots all forecasts. Japanese yen back at lows after BoJ hike. Pound’s short-lived relief rally after BoE cut. ECB sticks to script.

  • Post-meeting drift: GBP, EUR, JPY slide

    Post-meeting drift: GBP, EUR, JPY slide

    Pound’s short-lived relief rally after BoE cut. ECB sticks to script. US inflation undershoots all forecasts in November. Japanese yen back at lows after BoJ hike.