Region: Europe

  • Intervention fears eclipse fundamentals

    Intervention fears eclipse fundamentals

    Policy fears overpower fundamentals. Euro gains dollar drives. Pound near 4-month high.

  • Dollar on the back foot

    Dollar on the back foot

    Two headwinds, one amplifier. Sterling finds lift only on big (positive) surprises. Fresh 4-year highs in sight.

  • Fundamentals back in focus

    Fundamentals back in focus

    Green shoots break through UK gloom. Positioning into the Fed meeting. Still no break from 1.17.

  • De-escalation offers relief

    De-escalation offers relief

    “TACO” trade still alive and well. Euro caught between sentiment and fundamentals. Sterling’s bounce meets macro reality.

  • Global risk pulse reignites volatility

    Global risk pulse reignites volatility

    Dollar stumbles as trade risks multiply. Greenland standoff lifts the euro. GBP rises against USD, falls against EUR.

  • Hot economy, thin credibility

    Hot economy, thin credibility

    King Dollar’s heavy golden crown. Best day in more than a month. Labour weakens, sterling waits.