Region: Europe

  • De-escalation bias still alive

    De-escalation bias still alive

    Markets pivot as geopolitical tensions ease. Up seven days straight. Sterling rally faces macro reality.

  • Back to de‑escalation

    Back to de‑escalation

    Blockade without fire keeps markets steady. The euro’s quiet comeback. Sterling jumps back to pre-war level.

  • Weekend talks fail

    Weekend talks fail

    Oil surges again as peace talks break down. Escalation returns but euro stays calm. Risk-off shakes sterling – barely.

  • Markets test the durability of de‑escalation

    Markets test the durability of de‑escalation

    Lower yields, lower dollar, despite mixed signals. Euro rides fragile optimism and hawkish tailwinds. Sterling’s diverging paths.

  • Is optimism outrunning reality?

    Is optimism outrunning reality?

    Ceasefire euphoria faces reckoning. EURUSD range still in check. Sterling’s relief rally versus rate repricing.

  • Ceasefire sparks global risk rally as energy prices plunge

    Ceasefire sparks global risk rally as energy prices plunge

    Dollar gaps lower as oil collapses. Euro stages strong bounce above 1.17. Sterling surges over 1% against the dollar but risks loom versus the euro.