• Risk aversion as AI and tariff fears dominate

    Risk aversion as AI and tariff fears dominate

    Trump teases out policy plans. Revisiting policy rate divergence. Euro profits from AI shock. Pound slides from $1.25 amidst risk aversion.

  • AI worry and tariff risks roil markets

    AI worry and tariff risks roil markets

    Trump teases out policy plans. Euro’s profits from AI shock, fleeting. Pound slides from $1.25 amidst risk aversion.

  • Big week looming

    Big week looming

    Soft Trump bad for the dollar. Is Europe bottoming? GBP/EUR rebounds from 5-month low.

  • Dollar dumped, Japan hikes

    Dollar dumped, Japan hikes

    Japanese yen swings after rate hike. Dollar on for biggest weekly decline in months. Euro almost 2% stronger this week. Pound pounces on dollar weakness.

  • Uncertainty on timing of Trump’s tariffs

    Uncertainty on timing of Trump’s tariffs

    Trump targets China, markets yawn. Euro hits 5-week high; has it broken downtrend? Pound near 5-month low against euro.

  • FX divided by tariffs

    FX divided by tariffs

    Tariff fears weigh on peso and loonie. Animal spirits push the euro beyond $1.04. Sterling rebounds, but still stuck in downtrend.