Region: Europe

  • 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.

  • Dollar holds, euro fades

    Dollar holds, euro fades

    DXY at 99 – riding the data drought. Unanchored – EUR/USD slips as support fades. Jobs soft, wages sticky.

  • Threats first, walk-backs later

    Threats first, walk-backs later

    Rare earths, tariffs and a TACO walk-back. Euro politics – rinse and repeat. UK jobs report in focus.

  • USD index is up 1.6% this week

    USD index is up 1.6% this week

    Soft jobs, strong dollar. No joy for the euro. UK jobs market is stabilising.

  • Markets drift without data

    Markets drift without data

    Strength by default. EUR/USD hits 1-month low. Hawkish hue offers pound a lifeline.

  • Dollar’s rebound gains momentum

    Dollar’s rebound gains momentum

    Flirting with resistance, dollar awaits Fed firepower. Shutdown silence, euro slides. Sterling’s mixed fortunes.