Region: Europe

Dollar higher, but politics clouds its path. Pound choppy after BoE cut. Equities surge, but inflation looms.

Yields hit yearly lows. BoE rate cut expected, mind vote split. Euro back above $1.04.

Trump switches targets. Euro stronger but risks remain. Some relief for pound bulls.

Trading blows. Monetary divergence another euro headwind. The UK is not immune.

Dollar surges as tariffs set to take effect. Euro to parity risk increases. Pound at risk of dovish BoE.

ECB cuts pushes equities to record highs. Uncertainty about growth and tariffs. Pound lacking conviction, BoE in focus next week.