Holly Thompson
-
Markets steady, despite geopolitics and inflation worries
Markets steadied amid inflation concerns and geopolitical tensions. US equities rebounded, gold surged, and Bitcoin approached $100K, while inflation fears grew in the UK and Canada.
-
Weak PMIs raise European recession bets
Safe haven injection boost for dollar. Pound sinks further after retail sales miss. Euro breaks below key support.
-
Haven demand gathers pace
Risk on, risk off; geopolitics in focus. Testing the $1.05 handle. Pound erases inflation gains.
-
Risk off fades, Trump trades resume
Geopolitics returns to the fore. Traders trim BoE rate cut bets. Euro’s rebound likely fleeting.
-
Market euphoria has lost some steam
Cautious Fed keeps dollar elevated. Nothing to go by at $1.0550. UK data dump looms.
-
Markets succumb to the Trumpian shift
The dollar extends its rally amid expectations of pro-growth policies, while equities pause after string gains. US inflation data fuels rate-cut debates. Weak growth and political uncertainty weigh on the euro.