Region: Europe

  • From debating to inflation watching

    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

    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

    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

    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

    More macro weakness

    Dollar hit by weakening labor market. Euro recovers on soft US JOLTS. The BoC cuts rates third time in a row

  • Worst day since August 5th

    Worst day since August 5th

    Risk aversion ahead of job data. Pound weaker on global flows. Euro more fairly priced now.