Region: Europe
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Hawkish repricing ahead of the big week
One-in-three chance of another Fed hike, peaking inflation not enough for the ECB, and BoE may have no choice.
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Is the ECB overestimating inflation?
Euro follows the data, not the ECB. Dollar rises into a quiet session and is sterling to be wounded by a mortgage time bomb?
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Dollar muted on US data surprise
Strong jobs report, but not strong enough. ECB in disbelieve about disinflation, and the pound still benefits from post-CPI boom.
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Signs of distress ignored by policymakers
Will one recession lead to another? How long can the ECB push back against cuts? British home prices fall by most since ‘09.
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A new hawk in town
GBP soars on narrative change, disinflation shifts pressure from ECB to Euro, and Fed’s June meeting is plagued by uncertainty.
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European weakness in the spotlight again
Disinflation is coming to Europe, US yields tumble after 12-day streak, and Chinese data pressures global equities.