Holly Thompson
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Risk sentiment rebounds before key US inflation print
Labour data trumps fall in bank lending; sterling bounces as risk appetite returns and the euro firms as key data eyed.
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US data disappointment continues
US recession fears spark risk aversion; German recession calls falter; and we wonder if we will have to wait until 2024 to see the UK cut interest rates?
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Sterling pounces on dull dollar
JOLTs surprise leaves a mixed feeling behind; the euro is buoyed by positive data, and the pound hits a 10-month high.
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Recession fears outweigh inflationary risks, for now
Dollar erases gains as new data comes into focus; we look at how sterling usually appreciates in April, and the silent rise of European equities.
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Surging oil prices spoils risk appetite
Risk aversion hurts the pound as oil prices jump, while sticky inflation continues to keep pressure on the ECB. Bank’s stress borrowing eases significantly.
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Dollar pares gain after inflation cools
Euro hits speed bump in slower inflation; Sterling posts largest monthly gain since November whilst Canada’s economy shows surprise resilience. Meanwhile, the US dollar wavers after data casts doubt on rate hikes.