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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.
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Broad dollar losses on US shutdown
Dollar derailed: shutdown stalls momentum. Breakout on hold, patience on trial. Receding political risk supports sterling.
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US shutdown risk in focus
Tentative turnaround. Highs hinge on a softer Fed. Pound rebounds but dollar still calls the shots.
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Exceptionalism restored: Dollar back on top
Macro backdrop is dollar positive. Dollar drives, euro drifts. Sterling under stress as gilt yields surge.
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Has the dollar found its floor?
Cautious Powell collides with growth resilience. EUR/USD floats on Fed uncertainty. PMI miss reinforces sterling’s fragile backdrop.
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Flash PMIs to set the tone for markets
Balancing fiscal strains and data signals. Unconventional views. Euro anchored by diverging central bank tones.