Region: Europe
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Tariff clock is ticking
ECB cuts pushes equities to record highs. Uncertainty about growth and tariffs. Pound lacking conviction, BoE in focus next week.
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ECB to cut after Fed pause
Technicals still not supportive. Fed not ready to pivot. Sterling indifferent to Reeves’ speech.
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Fed set to pause rate-cut cycle
Dollar higher before the Fed. Past peak pessimism but no optimists in sight. Chancellor’s speech to guide sterling. It’s not what you do, but what you say.
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AI worry and tariff risks roil markets
Trump teases out policy plans. Euro’s profits from AI shock, fleeting. Pound slides from $1.25 amidst risk aversion.
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Big week looming
Soft Trump bad for the dollar. Is Europe bottoming? GBP/EUR rebounds from 5-month low.
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Dollar dumped, Japan hikes
Japanese yen swings after rate hike. Dollar on for biggest weekly decline in months. Euro almost 2% stronger this week. Pound pounces on dollar weakness.