Region: Europe
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BoJ hikes, RBA holds, markets pause risk‑on as clarity on peace deal awaited
More proof needed. Oil in the driver’s seat for ECB outlook.
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A peace deal agreement has been reached
Oil and US Dollar slide after Iran US peace signal. EUR/USD lifts on Hormuz reopening deal. High-stakes week of risk events.
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Final whistle or extra time?
They think it’s all over: US-Iran deal hopes. Policy missteps risk an own goal for growth. Pound attempts to reclaim 1.34.
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The bar is high for ECB policy to lift EUR today
US CPI in line, hawkish bias intact, but Warsh test incoming. ECB insurance hike, limited euro lift. Pound testing key levels to topside.
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From payrolls to prices: US inflation looms large
Dollar rebounds ahead of CPI report. Asymmetry around the euro has shifted. Sterling holds firm before key US data.
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How Brexit permanently changed the pound
Brexit didn’t break the pound; it repriced it. Here’s what sterling’s new normal can mean for businesses managing cross-border payments