Region: Europe
-
Smaller rate cut more likely after US CPI
Upside surprises in core inflation. Pound keeping afloat critical level. Euro softens ahead of the ECB rate decision.
-
From debating to inflation watching
Repricing election odds lead dollar lower. Pound falls as growth stalls. Euro boosted by US presidential debate.
-
Markets rebound as investors eye CPI
CPI likely won’t rescue the dollar this week. Markets underpricing risks ahead? Calling the China bottom has been a lost cause. Euro nears a 1-week low.
-
Yields and stocks plunge post-NFP
US labor softness threatens soft landing. Euro momentum may soon be tested. Pound flirts with August high.
-
Cautious dollar selling before job report
Ambiguous data ahead of job report. French PM announcement soothes investors. US data to decide the pound’s fate.
-
More macro weakness
Dollar hit by weakening labor market. Euro recovers on soft US JOLTS. The BoC cuts rates third time in a row