Region: Europe

  • Cross‑asset volatility on the rise

    Cross‑asset volatility on the rise

    Dollar holds ground amidst data return. Softer UK inflation to weigh on sterling. Range holds, data decides.

  • Markets refocus as US data re‑emerges

    Markets refocus as US data re‑emerges

    Hasty repricing keeps dollar on its toes. Euro treads water. Pound faces tough backdrop.

  • Bracing for the data blast

    Bracing for the data blast

    Caution builds as markets await a clear catalyst. Credibility vs hikes. Pining for softer US data.

  • Not so sterling

    Not so sterling

    Downside GBP drivers accumulate. Next Fed decision is a coin toss. Euro breaks higher, but soft data holds the key.

  • And we are back!

    And we are back!

    Shutdown ends, data game on. No political shelter for sterling. Lacking momentum, will the data deliver?

  • Macro clarity incoming?

    Macro clarity incoming?

    Dollar faces growing headwinds. Euro bulls seize on ADP softness. Rate cut bets rise, hurdles remain.