Holly Thompson
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Three successive weekly gains for the buck
Strong spending, careful cuts. Pound rebounds after retail sales beat. Euro bears welcome dovish ECB.
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Equities at record high as Trump takes lead
Equities surge as Trump takes the lead, with the S&P 500 climbing for ten of the past eleven weeks. Strong economic data and Trump’s momentum boost markets.
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FX volatility awaits amid Trump tariff risk
Dollar climbs to 11-week high. Pound near 2-month low. Euro down as Trump gains.
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BoE to turn dovish after UK CPI miss
Traders ramp up BoE rate-cutting bets. Dollar demand cools as oil and yields slide. Euro resistant to change.
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Loonie weakens as oil prices plunge
Stocks jump, oil slumps. Canadian inflation data in focus. Pound still soft after mixed jobs data. Euro trending below $1.09.
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US exceptionalism back in focus
Dollar’s ongoing plethora of support. Important week of UK data. Germany to contract for a second year.