Region: Europe

  • Ultimatum clock ticks

    Ultimatum clock ticks

    Geopolitics back in the driver’s seat. Sterling’s fragile backstop exposed. ECB hawks re-claim the narrative.

  • Hawkish signals reverberate

    Hawkish signals reverberate

    Hawkish Fed, hot oil, stronger dollar. BoE holds, hawkish tone lifts the pound. Euro jumps as ECB recalibrates.

  • Central banks meet hawkish markets

    Central banks meet hawkish markets

    Fed clouded by the fog of war. BoE to remain in “wait and see” pattern. ECB won’t move the euro.

  • It’s Fed day!

    It’s Fed day!

    A balancing act for the Fed. Recovery lacks conviction. Oil rebound complicates BoE’s path to target.

  • Conflict headlines keep volatility elevated

    Conflict headlines keep volatility elevated

    Trading the headlines. Oil still calls the shots for EUR/USD. Options skew flag GBP downside risk.

  • Central banks in focus, yet conflict leads

    Central banks in focus, yet conflict leads

    Dollar’s geopolitical momentum intact. Euro needs Hormuz, not the ECB, to find a floor. Sterling’s split signal: firm vs EUR, soft vs USD.