Market Updates

11 May 2026

Starmer speech fails to dent markets – for now

1 min read

Last week’s local election results have plunged Starmer’s leadership into question, but continuing impact on currency markets remains to be seen. Sterling is supported by a broader risk-on sentiment, while the euro is held in check by growth concerns despite a ‘live’ ECB June meeting.

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11 May 2026

Starmer speech fails to dent markets – for now

1 min read

Last week’s local election results have plunged Starmer’s leadership into question, but continuing impact on currency markets remains to be seen. Sterling is supported by a broader risk-on sentiment, while the euro is held in check by growth concerns despite a ‘live’ ECB June meeting.

5 May 2026

Looming political risk keeps markets on edge as central banks hold

1 min read

A quieter week gives way to a pivotal one, with both the BoE and ECB meeting alongside the Fed. All are expected to hold rates, the question is what will the voting pattern look like? There’s also a packed calendar of data releases to keep an eye on.

27 Apr 2026

Voting pattern in focus at BoE interest rate meeting this week

1 min read

A quieter week gives way to a pivotal one, with both the BoE and ECB meeting alongside the Fed. All are expected to hold rates, the question is what will the voting pattern look like? There’s also a packed calendar of data releases to keep an eye on.

20 Apr 2026

Sterling rally stalls on IMF growth downgrade and political pressure

1 min read

Gains across sterling and the euro remain fragile, even with de-escalation hopes and surging equity markets taking the shine off the dollar’s safe-haven bid.

13 Apr 2026

Ceasefire optimism fades as markets brace for a pivotal week

1 min read

A US-Iran ceasefire sparked a wave of risk-on sentiment last week but negotiations over the weekend made little headway, and markets are already pulling back. Central bank commentary will also be in focus this week.

7 Apr 2026

Dollar steady as global uncertainty deepens

1 min read

Hawkish central bank rhetoric dominated last week, with both the BoE and ECB firmly focused on inflation risks tied to the ongoing Iran conflict and volatile energy markets. The dollar sits in an unusual position: supported by safe-haven flows but held back by a comparatively less hawkish Fed.

23 Mar 2026

Central bank hawks dominate following inflation fears

1 min read

Hawkish central bank rhetoric dominated last week, with both the BoE and ECB firmly focused on inflation risks tied to the ongoing Iran conflict and volatile energy markets. The dollar sits in an unusual position: supported by safe-haven flows but held back by a comparatively less hawkish Fed.

16 Mar 2026

Sterling and euro under pressure as oil swings drive rate expectations

1 min read

Conflict in the middle east continues to ripple through currency markets, with oil price swings driving rate expectations and keeping volatility elevated. This week sees central bank meetings from the Fed, BoE and ECB, all unlikely to deliver any interest rate changes.

9 Mar 2026

Oil surge reshapes rate cut expectations and boosts dollar

1 min read

Escalating conflict in the Middle East has become the dominant driver for currency markets, with oil surging above $100. Safe-haven demand has supported the dollar, while stagflation concerns and shifting central bank expectations keep sterling and the euro on the defensive.

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