Holly Thompson
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Treasuries, US dollar soft ahead of NFPs
All eyes on critical US data. Bailey lands knock-out blow to pound. Euro erases year-to-date gains.
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Global risk keep investors at bay
Global macro forces are creating uncertainty in financial markets due to geopolitical tensions, Chinese stimulus, rising commodity prices, a stronger US dollar, and shifting interest rate expectations. Inflation risks are heightened by supply chain disruptions and conflicts.
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Dollar gains amid cautious market sentiment
Sterling extends slide after Bailey’s warning. Dollar’s safe haven support. Euro retreats amid cautious mood.
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Stocks, FX muted while bonds pare safe haven gains
Volatility erupts on Iran-Israel conflict. Mixed US data keeps another 50 in play. Eurozone inflation drops below 2%.
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Dollar gains ahead of ISM PMIs, JOLTs report
A sterling Q3 performance for the pound. Dollar benefits from trimmed 50bps cut bets. Soft inflation strengthens the case for an ECB October cut.
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Europe stocks, bonds fall yet EUR/USD edges to $1.12
All eyes on US jobs report. BoE pricing poses a risk to pound. Cooling inflation may prompt ECB to cut in October.