Topic: FX research
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Still in limbo, prone to shocks
US–Iran tensions at Hormuz lifted oil and cooled the equity rally. FX calm looks complacent as Europe’s PMIs weaken, UK data turns mixed, Warsh steadied markets, and focus shifts to looming central bank decisions.
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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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Oil spike lifts dollar
Oil surges on Middle East tensions. Australian business activity improves. Jobless claims tick up.
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US Dollar steady as oil creeps higher
Markets are betting on containment and duration is the risk. Sterling at one-month high versus euro. Holding on to recent gains.
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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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Dollar steady amid mixed global signals
US shares rise, Dollar steadies. Europe stays patient. White House pushes back on Iran ceasefire talk.