Region: Europe

  • EUR/USD fills the gap

    EUR/USD fills the gap

    Dollar eases on credit concerns, Fed tone and political uncertainty. Cycle highs in sight, but still a test. Short-lived strength, long-term strain.

  • Rate cut rhetoric gains altitude

    Rate cut rhetoric gains altitude

    Out of breath above 99. Soft data keeps piling up. Shorts squeezed, risks remain.

  • Soft talk, sticky prices

    Soft talk, sticky prices

    It’s not just tariff-inflation. Euro finds relief in politics, not data. BoE and IMF align on UK growth risks.

  • Dollar holds, euro fades

    Dollar holds, euro fades

    DXY at 99 – riding the data drought. Unanchored – EUR/USD slips as support fades. Jobs soft, wages sticky.

  • Threats first, walk-backs later

    Threats first, walk-backs later

    Rare earths, tariffs and a TACO walk-back. Euro politics – rinse and repeat. UK jobs report in focus.

  • USD index is up 1.6% this week

    USD index is up 1.6% this week

    Soft jobs, strong dollar. No joy for the euro. UK jobs market is stabilising.