Region: Europe
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Markets can’t decide: inflation or growth
US dollar bullish momentum fizzles amid growing AI anxiety. Another day, another euro sell-off. Budget in the balance.
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The dollar remains caught between AI anxiety and geopolitical tensions
AI Treasury bid keeps dollar near support. French 10Y at 5% keeps euro bears in control. BoE bets trump fiscal concerns.
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Pound strengthens as data cements BoE hike
AI concerns keep pressure on dollar. Downside risks persist despite euro holding 1.12. UK inflation seals the deal for BoE hike, supports GBP.
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The dollar’s pause, not the euro’s opportunity
AI rebound steadies sentiment. Positioning reflects euro caution. UK labour market surprises support pound.
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AI risk is real, but the dollar remains resilient for now
When AI doubts become dollar risks. French protests and Russia risks. Pound eyes fresh upside.
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Dollar dented by AI doubts
USD retreats from 18-month highs. Euro bear case unchanged despite bond rally. Pound jumps to 1.33 on dollar weakness.