Region: Europe
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Political interference vs. instability: emerging risk premia in USD and EUR
The new tariff is political interference. Fragmentation risk returns. What’s next for sterling-euro?.
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Political uncertainty rattles markets
Fed autonomy still in question. Sentiment takes a hit: The euro’s triple threat. Sterling faces structural strains.
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Dollar rebounds as Powell countdown begins
All eyes on Jackson Hole. Euro softens despite strong PMIs. Pound at 2-week low as risk sentiment wavers.
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Political pressure and PMI pulse check
Fed under fire again. Flash PMIs could jolt euro. Losing Interest: sterling’s real rate reality.
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Pound rises as UK inflation hits 18-month high
UK inflation heats up, rate cut bets cool down. Dollar steadies as AI hype falters. Euro stuck in low gear.
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Sterling’s rally faces a reality check
Rising yields, rising doubts: sterling’s fiscal challenge. The bear steepener, the USD, and the Fed’s path. Euro treads water ahead of Jackson Hole.