Holly Thompson
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US jobs takes centre stage
Three points to remember for NFP. Sterling hasn’t found a floor yet. Rising yields behind euro’s fall.
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Are the bond vigilantes back?
Global bond yields rise as inflation and debt concerns grow. UK gilts hit multi-decade highs, pressuring the pound, while the US dollar strengthens on solid data and Fed signals.
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Surging yields suggest bond vigilantes lurking
Pound and gilts dumped. Dollar back on top as jobs report looms. No reprise for the euro.
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Bond market turmoil roils FX
FX in Trump’s shadow in 2025. No prospect for bullish change. UK making headlines in fixed-income market.
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Currencies whipsaw on policy uncertainty
Déjà vu. Loonie holds gains. Retail sales help pound’s rebound.
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New year, more politically driven FX trends
Payrolls to power dollar’s dominance. CAD claps Trudeau news. Negative pressures pile up on euro.