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Trump rocks Europe with tariff threat over Greenland
Tariff certainty is a myth. De-dollarisation risk resurfaces. How durable is euro’s resilience? Unclear easing path dampens GBP sensitivity.
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Not soft enough: dollar supported
USD showing resilience near 1-month high. Euro range bound by rate reality. Reading between the MPC lines.
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Fed under fire, inflation in focus
Fed risk simmering, dollar holds solid. Dollar resilience caps euro ambition. Pound close to 10-year average.
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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.
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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.
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A changing world sets the tone for 2026
Geopolitics supporting the dollar. Euro moves made in America. Pound punches through 3-month highs.