Region: Europe
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USD/JPY falls to one-month low as BoJ reinforce hawkish stance
Hawkish BoJ, hesitant Fed. The euro’s Fed problem. Sterling’s edge narrows.
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US dollar gasping for a strong NFP
Dollar stalls ahead of labor data. Euro driven by its peers. Budget pressure builds.
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Oil jumps on renewed geopolitical tensions, bond rout extends
Oil fuels hawkish repricing, dollar looks for support. Eurozone inflation near 3-year highs, euro muted. Sterling’s yield advantage risks narrowing.
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Torn between credibility and fundamentals
Dollar faces a defining September. EUR/USD holds its line. Sterling defies seasonality.
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A hole lot riding on Warsh
Dollar steady ahead of Warsh. Constructive euro bias but conditional upside. Sterling’s Autumn challenge.
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Dollar extends rebound ahead of Jackson Hole
Dollar rises with yields after inflation surprise. Euro can’t escape geopolitics. Pound should keep calm and carry on.