Topic: Daily Market Updates
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Fragile optimism
Domestic realities test the limits of Iran’s campaign. Front‑end eases, euro lifts. BoE hawkishness finds clearer expression.
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Aussie rebounds from six-week lows as Trump delays deadline
Oil plunges as Trump delays major strike. Fed angst over rates could weigh on Aussie. Fuel shortages put pressure on Asia-linked currencies.
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Markets swing on ultimatum U-turns
Markets swing on ultimatum U-turns. Loonie’s sentiment sour after BoC meeting. ECB hawks re-claim the narrative.
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Ultimatum clock ticks
Geopolitics back in the driver’s seat. Sterling’s fragile backstop exposed. ECB hawks re-claim the narrative.
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Aussie opens lower with markets on edge after Trump ultimatum
Aussie below 0.7000 after Trump warning to Iran. Oil higher despite US moves to ease Hormuz strain. Inflation takes centre stage as data flow heats up.
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Hawkish repricing
BoE holds, hawkish tone lifts the pound. Euro jumps as ECB recalibrates. Retail sales rebound in January.