Region: Europe
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No signs of de-escalation
Strong dollar, shaky foundations. Hawkish repricing ignites as inflation risks rise. Stagflation fears are back on the agenda.
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Payrolls to play second fiddle to geopolitics
What past crises tell us, and what matters next. Why is the euro under pressure? Pound’s yield advantage but risk-off trap still open.
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Hold on – We’re not there yet
Geopolitical bid, macro backbone. A fragile euro floor. Pound cautious on energy, mindful of history.
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Market meltdown with energy at its core
Regional shock reprices the world. War dollar. Europe’s terms-of-trade problem is back. UK fragilities exposed.
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Energy price shock rocks European FX
Dollar surges as containment fears mount. Sterling strains under energy shock. Euro soft, CEE softer.
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Conflict erupts
Oil shock trumps dollar doubts. Conflict premium turns euro soft. Domestic strains, global jitters.