Region: Europe
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Oil jumps on renewed geopolitical tensions, bond rout extends
Oil fuels hawkish repricing, dollar looks for support. Eurozone inflation near 3-year highs, euro muted. Sterling’s yield advantage risks narrowing.
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Torn between credibility and fundamentals
Dollar faces a defining September. EUR/USD holds its line. Sterling defies seasonality.
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A hole lot riding on Warsh
Dollar steady ahead of Warsh. Constructive euro bias but conditional upside. Sterling’s Autumn challenge.
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Dollar extends rebound ahead of Jackson Hole
Dollar rises with yields after inflation surprise. Euro can’t escape geopolitics. Pound should keep calm and carry on.
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FX consolidates: Where do we go from here?
Dollar awaits its next catalyst. Ifo extends winning streak. Sterling’s yield edge holds.
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Yields up, confidence down
Dollar weakness exposes US policy premium. EUR/USD consolidates below 1.17 ahead of Jackson Hole. Fiscal fears boost the franc.