Market insights
The desk's view, in writing.
Strategic FX briefings, weekly outlooks and market analysis from the Lamera Capital dealing desk. Written for people with real currency exposure, not for clicks.
Jackson Hole: The Dollar's Next Test
The Treasury's bond buyback pushed the Dollar to a three-month low and the rally unwound in a day. Why Warsh at Jackson Hole is now the Dollar's next test.
Read the latest pieceUSD 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.
Read the pieceMarket 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.
Read the pieceWeekly 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.
Read the pieceWeekly FX Outlook: Political Risk Hits Sterling and G10 Volatility Builds
FX markets have shifted into consolidation following January’s volatility, with GBP, EUR and the wider G10 complex now driven by political risk, central-bank signalling and positioning resets rather than trend momentum.
Read the pieceFX Volatility Accelerates as USD Stabilises and Political Risk Pressures Sterling
US dollar weakness has paused as tactical support emerges, while sterling faces new pressure from rising UK political uncertainty. GBP/USD is correcting, GBP/EUR remains capped, and markets have shifted firmly into a more volatile, policy-driven phase.
Read the pieceMid-Week FX Update: Pound Supported as Dollar Weakness Pauses
Sterling remains supported against the US dollar and euro as January’s USD sell-off pauses. This mid-week FX update explains what recent consolidation means for businesses managing currency exposure.
Read the pieceWeekly FX Outlook: USD Weakness Pauses as GBP and EUR Enter Consolidation Phase
The US dollar sell-off has paused after January’s repricing. This weekly FX outlook examines GBP/USD, EUR/USD and key G10 drivers as markets shift from trend to consolidation.
Read the pieceWeekly FX Outlook: Dollar Weakness Drives G10, Fed Tone Decides Whether It Lasts
The US dollar has weakened across G10 as markets reassess Federal Reserve policy and credibility. This weekly FX outlook explains what is driving the move, how sterling and the euro are responding, and what finance directors should consider as the Fed sets the tone for the week ahead.
Read the pieceWeekly FX Roundup: Fundamentals Trump Headlines as the Dollar Loses Ground
FX markets ended the week driven by fundamentals rather than headlines. The US dollar softened as yield support faded, while sterling and the euro strengthened on relative data resilience. A concise look at what this means for businesses managing currency and cash exposure.
Read the pieceWeekly FX Outlook: Political Risk, Policy Credibility and the Key Tests Ahead for GBP, USD and EUR
The US dollar softens as political risk resurfaces around Federal Reserve independence, while sterling remains broadly stable. This week’s FX outlook focuses on policy credibility, divergence and the drivers likely to shape major currencies in the days ahead.
Read the pieceWeekly FX Roundup: Sterling Tests Conviction as Data Replaces Relief
Sterling extends its early-year rally as markets shift from relief to validation. This weekly FX roundup examines GBP, EUR, USD and commodity currencies as data replaces positioning and policy divergence reasserts itself.
Read the pieceWeekly FX Outlook: Policy Divergence Reshapes GBP, EUR & USD at the Start of 2026
A calm, data-driven FX outlook on how policy divergence, politics and early January data are shaping GBP, EUR & USD price action.
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