Rabobank analyst Jane Foley said the euro is unlikely to rebound unless eurozone activity data improves materially. She flagged that shifting market appetite for the euro since last year has been an underappreciated driver of EUR/USD volatility. Markets had been positioned for euro strength before Iran-related conflict weakened eurozone growth prospects; without a marked improvement in data, traders will find it difficult to rebuild euro bullishness. By contrast, Foley expects the dollar to rema

Andy Burnham will deliver an economic-plan speech on Monday. Burnham re-entered Parliament and won a seat this month; he is the only formal candidate for prime minister and could take Downing Street in coming weeks. Investors will focus on his economic-policy stance; gilt investors, more than FX markets, are watching how he would drive growth. Markets broadly expect a tilt toward expansionary fiscal policy, but fiscal space is limited and the government's capacity to raise new borrowing is constrained, leaving little room for additional spending. There are market concerns about a repeat of the Truss crisis. Analysts say Burnham's choice for Chancellor of the Exchequer will be a key determinant of whether UK financing costs remain stable.

下半年第一笔账，可能这周就开始算了！四大风险全挤在本周，最容易的误判不是没有波动，而是看错波动的性质？一文帮你拆解这个高度压缩的交易周，抓紧下半年的“先机”>>