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 pieceSterling 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.
Read the pieceGBP/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.
Read the pieceHow 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.
Read the pieceFX 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.
Read the pieceG10 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.
Read the pieceWeekly 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.
Read the pieceWeekly 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.
Read the pieceFX 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.
Read the pieceWeekly FX Roundup: Energy Shock Reshapes Currency Markets as Iran War Deepens
Oil prices near $100 & disruption in the Strait of Hormuz are reshaping global currency markets. Our weekly FX roundup explains why the dollar is strengthening, the euro is under pressure, & energy-linked currencies are outperforming.
Read the pieceWeekly FX Roundup: Oil Shock, War Headlines and a Resilient Pound
Oil prices surged and geopolitical tensions rocked FX markets this week. Here’s how the Middle East conflict impacted GBP, EUR and USD.
Read the pieceWeekly FX Outlook: Consolidation Persists as Policy Signals Collide
FX markets remain rangebound as hawkish Fed signals clash with US tariff uncertainty. We break down the outlook for EUR/USD, GBP/USD and GBP/EUR, key yield drivers, and the catalysts shaping the week ahead.
Read the pieceUSD Market Insight | Dollar Strength Rebuilds as Yields, Policy Tone and Risk Dynamics Shift
The US dollar is on course to record its strongest week in months as resilient economic data, a more cautious Federal Reserve tone, and geopolitical tensions reshape FX positioning.
Read the piece