Market Insights
Beyond Hormuz: Why the Warsh Hearing and the US Rate Path Are Now Driving the Dollar
Why the Warsh confirmation hearing and the Fed's rate path are now the main drivers of dollar weakness, and what it means for GBP and EUR.
Hormuz Is Open, a Deal Is Close and The Dollar Is Falling
Iran declared the Strait of Hormuz completely open for all commercial vessels today. A $20 billion cash-for-uranium deal is on the table. Trump says a peace deal is very close. Here is what it means for GBP, EUR and USD.
FX Treasury Management Explained: How Businesses Manage Currency Risk, Liquidity, and Cash Flow
FX treasury management explained. Learn how businesses manage currency risk, liquidity, and cash flow to protect margins and improve financial outcomes.
US Metal Tariffs, the COMEX Premium and What It Means for GBP and USD
The biggest overhaul of US metal tariffs in years took effect on 6 April. Aluminium hit a four-year high. Two of the world's largest smelters are offline. Central banks are selling dollars and buying gold at historic pace. Here is what it means for UK businesses and GBP.
Sterling Rebounds on Gilt Demand and Dollar Weakness, But Structural Pressures Remain
10-year UK gilt yields hit 4.91%, the highest since 2008. JPMorgan reported record trading revenues. The Fed is weeks from a new Chair. Here is what it means for GBP, EUR and USD.
GBP/USD, EUR/USD & GBP/EUR Forecast: War, Oil Prices and USD Outlook
Geopolitical tensions and rising oil prices are reshaping the FX market. In this GBP/USD, EUR/USD and GBP/EUR forecast, we break down USD strength, sterling risks, and what businesses should be watching now.
How Oil Prices Affect Exchange Rates: The Iran Ceasefire and What It Means for GBP and EUR
Oil prices and currency markets are closely connected. We explain how rising oil affects GBP, EUR and USD, and what today's Iran ceasefire means for exchange rates.
FX Market Outlook April 2026: Inflation, Volatility and Central Bank Risk
FX market outlook covering inflation, geopolitics and central bank divergence. Key risks and opportunities for EUR, GBP and USD in the weeks ahead.
G10 FX Outlook: Energy Shock, Sterling Pressure and a Market Still Driven by Headlines
Energy prices and geopolitical risk are driving G10 FX markets, with sterling under pressure, the dollar supported & commodity currencies diverging. Explore the key themes shaping GBP, EUR and USD this week.
Weekly FX Outlook: Volatility, Opportunity and a Market That Can Move Both Ways
Currency markets are shifting from one-way moves to a more volatile, two-way environment driven by geopolitics, energy prices and bond yields. Discover why short-term FX opportunities are emerging across GBP/USD, GBP/EUR & EUR/USD.
Weekly FX Roundup: From Energy Shock to Yield Stress
Sterling reverses as rising UK yields begin to signal risk rather than strength, while the US dollar remains supported by energy markets and geopolitical uncertainty. This weekly FX roundup explains how oil prices, central banks and the Iran conflict are driving G10 currency markets.
FX Outlook: How Oil Prices and the Strait of Hormuz Are Driving G10 Currency Markets
Energy market disruption and geopolitical tensions are driving a new divide in currency markets. Safe havens, energy exporters and energy importers are moving in different directions across the G10.