Topic: Europe
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Its all about the data in FX right now
Euro ignores recession as Fed dominates, data sensitivity bites the dollar, and BoE may have no choice as sterling pounds its peers.
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Hawkish repricing ahead of the big week
One-in-three chance of another Fed hike, peaking inflation not enough for the ECB, and BoE may have no choice.
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Is the ECB overestimating inflation?
Euro follows the data, not the ECB. Dollar rises into a quiet session and is sterling to be wounded by a mortgage time bomb?
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Dollar muted on US data surprise
Strong jobs report, but not strong enough. ECB in disbelieve about disinflation, and the pound still benefits from post-CPI boom.
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Signs of distress ignored by policymakers
Will one recession lead to another? How long can the ECB push back against cuts? British home prices fall by most since ‘09.
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A new hawk in town
GBP soars on narrative change, disinflation shifts pressure from ECB to Euro, and Fed’s June meeting is plagued by uncertainty.
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