Market Insights
GBP/EUR and GBP/USD Outlook: Burnham Speech, ECB Sintra and US Jobs in Focus
Weekly GBP/EUR, GBP/USD and EUR/USD outlook covering Andy Burnham's economic speech, ECB Sintra, Eurozone inflation, US jobs data and the dollar.
Why Is The Canadian Dollar So Weak Against The US Dollar?
This USD/CAD outlook explains how Fed-BoC rate divergence, oil price volatility, and Canada’s growth outlook are shaping the loonie and creating currency risk for businesses.
The Market Has Already Tamed Burnham. Now It Wants a Chancellor.
Starmer's resignation sent gilts higher, not lower. Why the bond market has already tamed Burnham, why the Chancellor matters more than the PM, and what it means for sterling.
The Old Warsh Is Back: A Hawkish Fed Changes the Dollar
Warsh held rates but delivered a hawkish, independent debut. Why we are turning dollar-bullish, and what it means for the euro, sterling and your FX exposure.
GBP, EUR and USD Outlook: Current Market Drivers Behind Currency Risk
A current GBP, EUR and USD market insight from Lamera Capital covering Bank of England guidance, ECB policy, dollar safe-haven demand, oil prices and UK political risk.
The ECB's Third Mistake: Hiking Into Weakness, Again
The ECB raised rates into an economy it downgraded the same morning. Why this repeats 2008 and 2011, and what the third mistake means for the euro.
Strong Jobs, or Just the World Cup? Why the Hawkish Repricing Has Overshot
US payrolls beat on a World Cup hiring bump, not broad strength. Why we think the Fed and BoE hike repricing has overshot, and what it means for GBP, EUR, USD.
African Investors and the Portugal Golden Residence Permit: Why Moving Capital Is Harder Than Making the Investment
For African investors pursuing the Portugal Golden Residence Permit, the investment is rarely the obstacle. Moving capital from Africa into a Portuguese bank account, compliantly and on time, is where the process most often stalls.
The Lull Before the Oil: Why Reopening Hormuz Will Not Rescue Inflation
Reopening Hormuz will not bring oil back quickly. The shipping lull and damaged capacity keep inflation sticky, the Fed stuck, and the dollar stronger for longer.
FX Outlook: Why Markets Are Starting to Worry About Growth Again
Sterling softened after weaker UK PMI data raised concerns over slowing growth, while the euro remained under pressure from weak Eurozone activity.
The Sterling Trap: Bond Markets, a Broken Growth Story, and the Quiet Erosion No One Is Pricing
UK gilt yields at multi-decade highs. Streeting resigns. Burnham circles. The pound has dropped against both the dollar and the euro. Why the trap is tightening.
GBP, EUR, USD in Focus: Politics, Inflation and Central Banks Keep FX Markets on Edge
Sterling steadies as UK political tensions ease, while persistent inflation and cautious central banks continue shaping GBP/EUR, EUR/USD, and GBP/USD. We break down the key market drivers behind the latest currency moves.