Region: Europe
-

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

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

Not so sterling
Downside GBP drivers accumulate. Next Fed decision is a coin toss. Euro breaks higher, but soft data holds the key.