Region: Europe

  • Metals melt down

    Metals melt down

    Immune to noise, hungry for data. France risk meets 1.16. Soft prints, softer sterling.

  • Earnings roar past expectations

    Earnings roar past expectations

    Strong earnings and global calm ease banking jitters. Mean reversion, minus momentum. Pressure points – front to long end.

  • All eyes on Friday’s US inflation report

    All eyes on Friday’s US inflation report

    Inflation in focus. Realignment, not breakout. Sticky inflation, stuck policy.

  • EUR/USD fills the gap

    EUR/USD fills the gap

    Dollar eases on credit concerns, Fed tone and political uncertainty. Cycle highs in sight, but still a test. Short-lived strength, long-term strain.

  • Rate cut rhetoric gains altitude

    Rate cut rhetoric gains altitude

    Out of breath above 99. Soft data keeps piling up. Shorts squeezed, risks remain.

  • Soft talk, sticky prices

    Soft talk, sticky prices

    It’s not just tariff-inflation. Euro finds relief in politics, not data. BoE and IMF align on UK growth risks.