Region: Europe
-

All eyes on the Fed
Conflict escalates, FX hesitates. Fed decision to test fragile stabilisation. Sterling gives back ground.
-

Violence subsides
Fed and AI drive the week. Oil swings, EUR rates follow. Soft on sour sentiment.
-

The bar for hawkish surprises rises
A higher bar for dollar bulls. Familiar stagflationary dilemma faces euro. MPC risks tilt against sterling.
-

The list of risks grows
Dollar risks remain tilted to the upside. ECB holds firm as markets price more hikes. Pound’s summer rally loses momentum.
-

Testing market patience
Are we back to duration and degree? Rangebound ahead of ECB. GBP/NOK extends its slide.
-

Markets maintain their cool despite the ongoing standoff
DXY firms, conviction lags. Euro risks tilt lower. Goodwill meets reality.