Topic: Daily Market Updates
-
-
The bar for hawkish surprises rises
A higher bar for dollar bulls. Familiar stagflationary dilemma faces euro. MPC risks tilt against sterling.
-
The list of risks grows
Dollar risks remain tilted to the upside. ECB holds firm as markets price more hikes. Pound’s summer rally loses momentum.
-
Testing market patience
Are we back to duration and degree? Rangebound ahead of ECB. GBP/NOK extends its slide.
-
Markets maintain their cool despite the ongoing standoff
DXY firms, conviction lags. Euro risks tilt lower. Goodwill meets reality.
-
Elevated geopolitical risk vs. subdued FX volatility
The dollar wants higher. Euro waiting for a catalyst. Burnham is treading carefully, with the bond market listening closely.