Topic: Daily Market Updates
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It’s Fed day.
Iran, OPEC, AI and the Fed: everything in play. Supported but still lacking conviction. BoE hawkishness felt more keenly.
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Resilient risk appetite despite rising oil
Dollar upside capped. EUR/USD stabilises above 200‑day. Politics to test sterling’s resolve.
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Risk sentiment bruised, not broken
Markets price containment as carry quietly returns. Elevated energy, fragile euro sentiment. Hawkish bias, real carry appeal.
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A new phase, same conflict
On track to snap 3-week losing streak. Facing economic headwinds. Sterling steady, conviction still missing.
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Triple-digit oil keeps USD steady
Markets are betting on containment and duration is the risk. Muddy ECB policy path. Sterling at one-month high versus euro.
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