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 pieceSterling at a Crossroads: Where the Pound Stands as 2025 Draws to a Close
Sterling ends 2025 at a crossroads. We break down the forces shaping the pound today, from Bank of England policy and slowing UK growth to global risk sentiment.
Read the pieceWeekly FX Roundup: Policy Divergence Is Reasserting Itself Across GBP, EUR, USD & JPY
Weekly FX roundup analysing how policy divergence is reshaping GBP, EUR, USD and JPY as central banks take increasingly different paths into 2026.
Read the pieceWeekly FX Outlook: Pound/Euro Risks Rise as Central Banks Take Control
Weekly FX outlook covering GBP, EUR and USD as UK data weakens, Eurozone momentum steadies and central bank guidance drives currency risk and execution strategy.
Read the pieceWeekly FX Roundup: Pound, Euro, Dollar & Liquidity Takes Control
This week’s FX roundup examines how Federal Reserve liquidity, diverging central bank paths and shifting risk sentiment reshaped the outlook for the pound, euro & dollar.
Read the pieceWeekly FX Outlook: Liquidity Turns & December Policy Divergence Takes Centre Stage
Global FX markets enter the new week with the dollar under pressure, Eurozone momentum improving, sterling stabilising, and the yen back in focus as central bank divergence defines December’s outlook.
Read the pieceWealth Migration from India to the UAE: Determinants, Policy Frameworks and Strategic Implications for HNW Families
A data-driven guide exploring why high-net-worth Indians are relocating to the UAE, covering key drivers, tax factors, policy changes and strategic implications.
Read the pieceWeekly FX Outlook: Dollar Softens, Europe Steadies & Japan Shifts Tone as December Begins
A softer run of US data, continued Eurozone disinflation and a hawkish shift from Japan set the tone for FX markets as December begins, explore the G10 ahead of a pivotal month for central banks.
Read the pieceWeekly FX Roundup: Global Data Softens and Europe Disinflates
Softer global data, easing Eurozone inflation and a cautious UK Budget set the tone this week, shaping sentiment across major FX markets.
Read the pieceThe UK Budget 2025: Market Reaction & Risks
An in-depth look at the 2025 UK Budget and its market impact, analysing the market’s cautious relief, fiscal headroom, long-term credibility risks.
Read the pieceWeekly FX Roundup: All Eyes on the Budget as Sterling Enters a Critical Week
Sterling slips to multi-year lows driven by Budget uncertainty. This FX roundup breaks down pound performance, G10 moves and what to expect ahead of the November Budget.
Read the pieceG10 Currencies Explained: The Complete Educational Guide
A clear, educational guide to the G10 currencies, how they work, what drives their movements, and why they shape global financial markets. Ideal for investors, advisers and businesses managing international FX exposure.
Read the pieceG10 Currency Outlook: Sterling Stumbles Into Budget Week (November 2025)
Sterling weaker ahead of the UK Budget as soft data, political risk and rising rate-cut bets pressure GBP across G10 FX. Full GBP, EUR, USD and G10 outlook.
Read the piece