by Charles Purdy | Jan 23, 2026
The threat of an immediate transatlantic trade war has receded, replaced by a tentative sense of relief across global markets. President Trump’s call for “immediate negotiations” regarding the US purchase of Greenland has been interpreted by investors as a...
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by Ryan Morrison | Jan 22, 2026
The greenback is sliding across the board as the “fear factor” exits the market. Investors are unwinding the safe-haven positions built up earlier in the week, pushing the dollar down against almost all major rivals. With the trade war risk sidelined and...
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by Ryan Morrison | Jan 22, 2026
The single currency has recovered some ground following the withdrawal of US tariff threats, as the Eurozone would have been the primary casualty of a trade war. However, gains are being capped by the European Central Bank’s cautious tone today, with policymakers...
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by Ryan Morrison | Jan 22, 2026
Sterling is the clear outperformer today, buoyed by the dual tailwinds of geopolitical relief and shifting rate expectations. Yesterday’s rise in headline inflation to 3.4% has effectively taken an immediate Bank of England rate cut off the table, and with the threat...
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by Ryan Morrison | Jan 22, 2026
The threat of a transatlantic trade war has lifted as quickly as it arrived. President Trump confirmed late yesterday that he is withdrawing the threatened 10% tariff on European and UK goods, averting what markets feared would be a damaging economic clash. The abrupt...
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