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.
USD/CAD Pulls Back From Its 2026 High: What It Means for Canadian Dollar Buyers
USD/CAD has pulled back from its 2026 high as October Fed rate rise bets ease. What it means for businesses buying Canadian Dollars.
Read the latest pieceFX Weekly Update: Dollar Claws Back Ground After Jackson Hole Dip
This week’s FX outlook explores how Powell’s Jackson Hole speech, Trump’s pressure on the Fed, & stubborn UK inflation are shaping currency trends and the dollar’s direction.
Read the pieceSterling Slips After CPI: What Importers Should Watch
Sterling dips despite hot CPI. Ahead of Powell’s Jackson Hole speech, here’s what GBP buyers of USD/EUR need to know this week.
Read the pieceFX Forward Contracts Explained: Protect Your Business from Currency Risk
A comprehensive guide to FX forward contracts, how foreign exchange forwards work, & why currency forward contracts are vital for hedging against currency risk.
Read the pieceFX Weekly Update: Rate Expectations Move the Market
GBP, EUR, USD drift as traders await UK inflation, global PMIs, and central bank signals. Sterling holds firm, while the dollar softens on rate cut bets.
Read the pieceGBP/USD: Pound Supported by Interest Rate Divergence
Sterling holds firm as UK inflation keeps the BoE cautious while Fed cuts loom. See why rate divergence could push GBP/USD higher into September.
Read the pieceDollar Dives as Inflation Misses: EUR/USD Hits 1.17
Dollar drops after July inflation miss as EUR/USD rises to 1.17. Trump targets Fed’s Powell, markets eye Putin talks, UK jobs data beats forecasts.
Read the pieceForward Contracts Explained: Lock FX Rates & Protect Profits
Forward contracts give businesses certainty, fix exchange rates today for future payments, safeguard profits, and manage FX risk.
Read the pieceSterling Outlook: GBP/CAD, GBP/AUD & GBP/NZD in Focus
Sterling’s recovery continues against CAD, AUD, and NZD. See what’s driving each pair this week and the key levels that could define the next moves.
Read the pieceWhy U.S. CPI Could Change the Dollar’s Path This Week
A softer U.S. interest rate outlook could shift FX trends, but CPI data may change the story. See what’s at stake for the Dollar, Euro, and Pound.
Read the pieceEuro Outlook Brightens as Pound Rebound Rally Faces Key Tests
Euro forecast upgraded as sentiment turns positive. Pound extends rally but faces key inflation and jobs data across UK, US, and Eurozone.
Read the pieceEUR/USD Outlook: Tactical Trading Ahead of August 2025
EUR/USD forecast: Euro sentiment climbs as ECB nears end of cuts. Discover why a tactical pullback remains possible despite bullish momentum.
Read the pieceEuro, Pound & Dollar Forecast Ahead of ECB & UK Data
Ahead of the ECB meeting and UK data releases, see our FX forecast for Euro, Pound, and Dollar with key levels, market risks, and trend outlook.
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