Market Insights
How Oil Prices Affect Exchange Rates: The Iran Ceasefire and What It Means for GBP and EUR
Oil prices and currency markets are closely connected. We explain how rising oil affects GBP, EUR and USD, and what today's Iran ceasefire means for exchange rates.
FX Market Outlook April 2026: Inflation, Volatility and Central Bank Risk
FX market outlook covering inflation, geopolitics and central bank divergence. Key risks and opportunities for EUR, GBP and USD in the weeks ahead.
G10 FX Outlook: Energy Shock, Sterling Pressure and a Market Still Driven by Headlines
Energy prices and geopolitical risk are driving G10 FX markets, with sterling under pressure, the dollar supported & commodity currencies diverging. Explore the key themes shaping GBP, EUR and USD this week.
Weekly FX Outlook: Volatility, Opportunity and a Market That Can Move Both Ways
Currency markets are shifting from one-way moves to a more volatile, two-way environment driven by geopolitics, energy prices and bond yields. Discover why short-term FX opportunities are emerging across GBP/USD, GBP/EUR & EUR/USD.
Weekly FX Roundup: From Energy Shock to Yield Stress
Sterling reverses as rising UK yields begin to signal risk rather than strength, while the US dollar remains supported by energy markets and geopolitical uncertainty. This weekly FX roundup explains how oil prices, central banks and the Iran conflict are driving G10 currency markets.
FX Outlook: How Oil Prices and the Strait of Hormuz Are Driving G10 Currency Markets
Energy market disruption and geopolitical tensions are driving a new divide in currency markets. Safe havens, energy exporters and energy importers are moving in different directions across the G10.
Weekly FX Roundup: Energy Shock Reshapes Currency Markets as Iran War Deepens
Oil prices near $100 & disruption in the Strait of Hormuz are reshaping global currency markets. Our weekly FX roundup explains why the dollar is strengthening, the euro is under pressure, & energy-linked currencies are outperforming.
Weekly FX Roundup: Oil Shock, War Headlines and a Resilient Pound
Oil prices surged and geopolitical tensions rocked FX markets this week. Here’s how the Middle East conflict impacted GBP, EUR and USD.
Weekly FX Outlook: Consolidation Persists as Policy Signals Collide
FX markets remain rangebound as hawkish Fed signals clash with US tariff uncertainty. We break down the outlook for EUR/USD, GBP/USD and GBP/EUR, key yield drivers, and the catalysts shaping the week ahead.
USD Market Insight | Dollar Strength Rebuilds as Yields, Policy Tone and Risk Dynamics Shift
The US dollar is on course to record its strongest week in months as resilient economic data, a more cautious Federal Reserve tone, and geopolitical tensions reshape FX positioning.
Market Insight: March as a Potential Macro Pivot Month
March brings a dense calendar of central bank decisions, inflation releases & labour market data across the US, UK and Eurozone. This outlook aims to prove clarity and a guide on what to expect.
Weekly FX Outlook | Consolidation Phase Develops
Lamera Capital | Weekly Market Insight. FX markets have entered a consolidation phase following January’s volatility. We analyse GBP, EUR and USD trends as central-bank expectations, political risk and positioning.