• Pound rises as UK inflation hits 18-month high

    Pound rises as UK inflation hits 18-month high

    UK inflation heats up, rate cut bets cool down. Dollar steadies as AI hype falters. Euro stuck in low gear.

  • Sterling’s rally faces a reality check

    Sterling’s rally faces a reality check

    Rising yields, rising doubts: sterling’s fiscal challenge. The bear steepener, the USD, and the Fed’s path. Euro treads water ahead of Jackson Hole.

  • FX in wait-and-see mode

    FX in wait-and-see mode

    Caught between geopolitics and Fed signals. Euro eyes peace dividend. UK inflation in focus.

  • US inflation data looms large

    US inflation data looms large

    Truce extended, now for inflation. Pound steady after UK jobs data. Rangebound with upside risk.

  • Bracing for global data storm

    Bracing for global data storm

    Dollar down almost 2% already in August. Pound’s rise built on fragile foundations. Sentiment and structural tailwinds for euro.

  • More bad news for the buck

    More bad news for the buck

    Tariffs hit home. Hawkish cut helps pound. Euro eyes fresh highs amid monetary divergence.