Region: Europe

  • Central banks have spoken

    Central banks have spoken

    Hawkish Fed. Dovish Bank of Japan. Steady Bank of England. Currencies digest a blockbuster policy week.

  • It’s unanimous: Hawkish Fed hike lifts the dollar

    It’s unanimous: Hawkish Fed hike lifts the dollar

    Who let the hawks out? Fed flexes, euro slips. BoE faces a high bar for hawkish surprise.

  • Just deliver, Warsh

    Just deliver, Warsh

    For the US dollar, it’s hike or nothing. Euro downside risks building. Inflation lands, sterling waits.

  • Oil surge nudges the Fed toward a hike

    Oil surge nudges the Fed toward a hike

    Energy shock puts Fed guidance at center of Dollar outlook. Caught between geopolitics and a Fed hike. Global risk hits cable, rates keep rising.

  • Risk sours, dollar shines

    Risk sours, dollar shines

    Three tailwinds for the dollar. Pressure is building on euro below 1.16. Pound awaits hawkish nudge.

  • Oil says, “let’s hike”

    Oil says, “let’s hike”

    Dollar firms on boosted Fed hike bets. ECB hikes, outhawks, and markets take note. Strong GDP, but bond story is bigger.