Region: North America

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 on 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.

Bonds fall, dollar rises as inflation and Fed due. A disgruntled European voter. Pound pounces on euro weakness.