Region: Europe

  • Payrolls hand wins to doves and hawks

    Payrolls hand wins to doves and hawks

    Data leaves room for both narratives. PMIs in spotlight today. Markets balk at full BoE cut.

  • December cut bets fade fast

    December cut bets fade fast

    Dollar up, Fed blind, Nvidia the only game in town. Markets see Bailey warming to December cut. Euro’s toughest session this November.

  • Cross‑asset volatility on the rise

    Cross‑asset volatility on the rise

    Dollar holds ground amidst data return. Softer UK inflation to weigh on sterling. Range holds, data decides.

  • Markets refocus as US data re‑emerges

    Markets refocus as US data re‑emerges

    Hasty repricing keeps dollar on its toes. Euro treads water. Pound faces tough backdrop.

  • Bracing for the data blast

    Bracing for the data blast

    Caution builds as markets await a clear catalyst. Credibility vs hikes. Pining for softer US data.

  • Not so sterling

    Not so sterling

    Downside GBP drivers accumulate. Next Fed decision is a coin toss. Euro breaks higher, but soft data holds the key.