Topic: Weekly FX Report
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Tightening the screws
Bond yields hit 4%, the dollar stays supported, inflation pressures are building and geopolitical risks persist. With key inflation data and the US jobs report ahead, markets face another potentially volatile week.
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Curtain falls on a blockbuster policy week
Central banks took centre stage this week as markets weighed inflation risks, rate decisions and policy divergence. From the Fed and BoE to the BoJ, currency markets reacted while easing oil prices tempered dollar momentum.
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Higher for longer gets louder
Oil above $100, rising bond yields, sticky inflation and a stronger yen are reshaping market expectations. This week’s outlook explores what higher rates, central bank decisions and AI-driven growth mean for global markets.
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Searching for signals
Markets are looking to Jackson Hole for clues on the Fed’s next move as oil prices fall, inflation stays sticky, and trade tensions simmer. We break down the latest macro developments, FX trends, and what’s driving markets now.
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A renewed credibility problem?
Treasury buy-backs briefly eased bond-market stress, but fading impact, rising debt concerns and a weaker dollar revived questions over US fiscal credibility.