Region: Europe
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The last week that matters in 2024
Hike before you pause. Dovish bias for H1 ‘25. BoE communication matters.
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Global easing without the Fed?
Strong dollar advance. Euro mixed after ECB dust settles. Pound extends decline after UK economy contracts.
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Prepare for more policy decisions
Pound eying post-Brexit high, ECB in spotlight. Let’s talk about tariffs. Smaller BoC moves loom from here.
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Dollar advances ahead of key inflation data
US SME optimism surges the most in 44 years. Pound-euro at highest since 2022. Canadian dollar slumps before BoC meeting.
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China stimulates and escalates
Risk-on risk-off. More stimulus from China. Key resistance barrier for sterling.
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Politics, not macro explains dollar gains
Job gains not enough for a Fed pause. Central bank decisions in focus. Pound’s recovery fizzles out.