Region: Europe

Equities keep climbing, but USD resilient. Downside risks to pound are brewing. Euro steadies as markets assess French political risks.

Making sense of dollar resilience. French politics a drag on the euro. Will the BoE lean into rate cuts?

Disinflationary narrative gains credibility. Euro down political focus. A surprising safe-haven in town.

Inflation trumps the Fed (and jobs data). Sterling rides the risk wave. Euro recovers; macro overshadows politics.

US inflation and Fed in focus. ECB’s hawkish consensus shift to be tested. Pound near 2-year high versus euro.

Political risk to linger due to French election. Fed to signal two cuts for 2024. Sterling steady on mixed jobs report.