Region: Europe

  • 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.

  • Dollar stronger going into PMIs

    Dollar stronger going into PMIs

    China continues to disappoint. Seasonals could weigh on sterling. Political risk flares again in Europe.

  • Calm before payrolls storm?

    Calm before payrolls storm?

    Data to decide size of Fed cut. Sterling lacking fresh positive catalysts. Euro momentum turns bearish as inflation cools.

  • Awful August for US dollar

    Awful August for US dollar

    Dollar poised for worst month of 2024. Pound comfortable, but tests loom. Euro slides on soft German CPI print.

  • Risk off as Nvidia results fall short

    Risk off as Nvidia results fall short

    Dollar finds some respite. Pound holds its grip on key levels. Euro extends week’s losses.