Topic: Market Insights
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Euro, pound gain as central banks look to hikes
Euro and pound lead gains as oil revives rate hike talk. Aussie jobs strong on the surface, patchy underneath. Yen stalls as Bank of Japan stays cautious.
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Central banks clouded by the fog of war
Fed clouded by the fog of war. Two sided oil test. ECB won’t move the euro.
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Central banks meet hawkish markets
Fed clouded by the fog of war. BoE to remain in “wait and see” pattern. ECB won’t move the euro.
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Fed holds, but oil worries drive markets lower
Oil spike drags FX markets lower. Kiwi at lows after GDP, confidence falls. Japan’s export slowdown weighs on the JPY.
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Fed and BoC double-header; holds under oil shock
Fed navigates Hormuz oil shock. Canada’s two‑sided oil test. Shifting dynamics in LatAm FX.
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It’s Fed day!
A balancing act for the Fed. Recovery lacks conviction. Oil rebound complicates BoE’s path to target.