Region: Europe
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FX in wait-and-see mode
Caught between geopolitics and Fed signals. Euro eyes peace dividend. UK inflation in focus.
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Producer price shock revives Fed dilemma
US producer prices soar to 3-year high. From speculation to validation: what the euro needs now. Pound to 1-month highs on pared BoE easing bets.
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Fed bets boost stocks, bruise dollar
S&P 500’s rise, Dollar’s demise. Euro eyes $1.20—but the Fed holds the key. Policy divergence drives GBP higher.
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September cut passes the CPI test
Doves take flight on tame CPI. Euro rides the policy gap. Sterling breaks out as Fed softens, BoE stands firm.
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US inflation data looms large
Truce extended, now for inflation. Pound steady after UK jobs data. Rangebound with upside risk.
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Bracing for global data storm
Dollar down almost 2% already in August. Pound’s rise built on fragile foundations. Sentiment and structural tailwinds for euro.