Region: Europe
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Dollar at 4-week high before twin risk events
Jobs and judgements in focus. Sterling’s structural headwinds persist. Jobs jolt poised to shake EUR/USD.
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Risk appetite cools, dollar firms
Signals beyond Venezuela. Digesting the US data deluge. Rate spread widens, jobs data holds the trigger. Pound softer amid risk off tone.
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A changing world sets the tone for 2026
Geopolitics supporting the dollar. Euro moves made in America. Pound punches through 3-month highs.
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Post-meeting drift: GBP, EUR, JPY slide
Pound’s short-lived relief rally after BoE cut. ECB sticks to script. US inflation undershoots all forecasts in November. Japanese yen back at lows after BoJ hike.
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BoE to cut, ECB to hold
BoE cut: dovish consensus, hawkish risk. ECB: steady rates, shifting expectations. Dollar firms before CPI report.
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Sterling tumbles after softer inflation
UK inflation adds to BoE easing bets. US jobs slowdown continues. Euro pulls back from $1.18 peak. Swiss franc eases despite SECO upgrade.