Holly Thompson

Geopolitical tensions ripple through markets

Middle East conflict dents sentiment. Focus shifts from labour to inflation. Pound surrenders to safe havens.

October 9, 2023

Jobs report to leave Fed on fence? CA jobs figures key for BoC rate expectations. Neutral euro at $1.05 before big data.

October 6, 2023

Jobs report to leave Fed on fence? Sterling’s rebound loses traction. Neutral euro at $1.05 before big data.

October 6, 2023

ADP report does not matter, until it does. Yield and oil slip, euro back above $1.05. CAD hits a 6-month low amid 12% drop in oil.

October 5, 2023

ADP report does not matter, until it does. Yield and oil slip, euro back above $1.05. Correlation with euro could prove dicey for pound.

October 5, 2023

Dollar supported by surging yields. Positioning woes for sterling. No relief for an unattractive euro.

October 4, 2023