Today’s Analysis

3 September 2025
Dollar leads rally as US bonds push markets lower

Political and economic risks are shaping sentiment across global markets. US tariffs and Fed scrutiny fuel uncertainty, UK gilts rally as sterling weakens, while Japan and Turkey grapple with political instability. In Argentina, authorities step in to support the FX …

2 September 2025
Sterling under strain as bond markets hit historic levels

Sterling faces renewed pressure as bond market swings, fiscal uncertainty, and political shifts test investor confidence. Traders are watching to see whether the pound can steady or slide further. Pound hit by debt concerns The British pound dropped more than …

1 September 2025
Fed cut talk keeps markets on a tightrope

Markets are weighing rising risks as a US court challenges Trump’s tariffs and the Fed signals a potential rate cut in September, while the ECB emphasises flexibility. Geopolitical tensions intensify with the Russia-Ukraine war, escalating Middle East conflicts, and Turkey …

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