Topic: Daily Market Updates

Trade truce signs and Fed easing bets. ECB in a good place. Mixed macro signals.

All eyes on US inflation. Retail therapy for the pound. Trading on thin air.

Why the bifurcated economy defies recession calls. Treading water at 1.16. Sterling softens, as cuts creep in.

Immune to noise, hungry for data. France risk meets 1.16. Soft prints, softer sterling.

Strong earnings and global calm ease banking jitters. Mean reversion, minus momentum. Pressure points – front to long end.

Inflation in focus. Realignment, not breakout. Sticky inflation, stuck policy.