Region: Europe
-

Quiet start to a jampacked data week
Dollar braces for big US data week. Yields support pound, but positioning stretched, and German yield curve inversion deepens.
-

Markets brace for EZ & US inflation prints today
US recession postponed, yields surge. Pound falters after UK data, and the euro softens before EZ inflation.
-

Top central banks set to hike rates further
GBP suffers biggest daily drop in over a month, Powell limits ECB’s influence over the Euro, and the US economy just doesn’t slow down.
-

Economic resilience boosts risk sentiment
US economy keeps throwing up surprises, sterling’s best start to a year since 2017, and broad euro strength dampened by data.
-

ECB symposium in Sintra kicks off
Euro driven by sentiment more than anything else, stretched positioning to limit pound’s upside? Dollar slightly weaker before key data.
-

Inflation remains significant for financial markets
German manufacturing falls deeper into recession, weak PMI puts the spotlight on PCE, and strong pound to falter as recession fears rise.