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 Slips as UK Growth Falters and Political Tension Rises
Sterling slid to multi-year lows after weak UK growth data, rising unemployment, and renewed political uncertainty intensified expectations of a December BoE rate cut.
Read the pieceWeekly FX Outlook Q&A After the Bank of England’s Dovish Hold
Sterling steadies after the BoE’s dovish hold, eyeing a short-lived rebound before fresh data and the UK Budget decide its next move.
Read the pieceSterling Slides as Reeves Signals Tax Hikes and BoE Cut Bets Rise
Sterling trades near multi-year lows as Chancellor Reeves signals tax hikes & markets price in Bank of England rate cuts. Fiscal tightening & weak sentiment keep pressure on the pound ahead of November’s Budget.
Read the pieceStrategic FX Weekly Outlook: Dollar Dominance Faces First Test of November
The dollar’s rally faces its first test of November. Read our Strategic FX weekly outlook on EUR/USD, GBP/USD, and major central bank drivers.
Read the pieceFX Market Update: 30th October 2025
Global FX markets trade cautiously as the Fed cuts rates & UK fiscal worries weigh on sterling. The dollar & euro stay firm while the yen and pound remain under pressure.
Read the pieceG10 Currency Outlook 27th October 2025
Global markets open the week quietly, but beneath the calm, central bank meetings, trade talks, and shifting liquidity are setting up key moves across G10 currencies.
Read the pieceWhy British Expats in Dubai Need Two Wills and One Clear Plan
Learn how coordinated UK and UAE wills protect your assets, how cross-border probate really works, & how Lamera Capital helps you preserve value across jurisdictions.
Read the pieceWeekly FX Outlook: Central Banks, Shutdowns & Fragile Trade Calm
Global markets face a pivotal week as the Fed, ECB, & BoJ set the tone for currencies amid fragile trade calm and shifting rate expectations.
Read the pieceHow Lamera Capital Helps Solicitors Deliver Better Outcomes on Currency and Timing
Specialist FX support for solicitors managing overseas funds, ensuring speed, compliance, and better client outcomes.
Read the pieceSterling Slips on Softer Inflation, reviving expectations of a BoE rate cut in December
Sterling slipped after UK inflation cooled to 3.8% in September, reviving expectations of a Bank of England rate cut in December.
Read the pieceWeekly FX Roundup: Pound Holds Firm, Dollar Buyers Find Value
Analysis of live market developments including U.S. regional bank stress, global risk-off sentiment, cautious Bank of England guidance, Fed dovishness, French political stability, and Canada’s inflation outlook shaping currency trends.
Read the pieceAutumn Budget 2025: Strategic Briefing for Finance Leaders
An in-depth briefing on the UK Budget 2025, examining expected tax changes, spending priorities, & the fiscal strategy shaping growth, inflation, & market confidence.
Read the piece