by Christopher Nye | Jan 12, 2026
The currency markets don’t know quite where to turn in the new reality of the ‘Donroe Doctine’. Is the US threatening neighbours a risk or an opportunity? So, while there were gains they were quite modest for USD last week overall. Following a mixed result for...
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by Jonathan Cook | Jan 9, 2026
The first full week back has provided plenty of drama and a few bumps for the pound. A cautious mood in currency markets on Thursday saw the pound and euro trade blows but finish the day more or less where they began, although both would weaken against the US dollar....
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by Jonathan Cook | Jan 9, 2026
German factory output smashed past forecasts in November, taking the annualised rate of growth to over 10%. This will be music to the ears of the German government, which has now switched to the delivery phase of its aggressive stimulus programme. It also augurs well...
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by Jonathan Cook | Jan 9, 2026
The US dollar strengthened against the pound for the third consecutive day on Thursday. Despite its support from signs of life in the job market and the risk-off mood, the US economy reports impactful non-farm payroll and unemployment data this afternoon in what...
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by Jonathan Cook | Jan 9, 2026
If the pound struggled against the US dollar, it was at least able to push back on the euro’s early advances yesterday. A quiet period has meant sterling’s direction has come from external factors, most significantly the recent drama in the diplomatic...
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