Investing.com -- Bank of America said Germany’s long-awaited fiscal stimulus is beginning to support growth, but warned that the recent rally in European equities may already reflect much of the upside and could set markets up for disappointment.
The figures signal resilience for the economic bloc, which has been rocked by threats from US president Donald Trump of ever escalating tariffs.
Investing.com -- European Central Bank policymaker Peter Kazimir said on Monday that a significant shift in economic and inflation trends would be necessary for the ECB to consider altering its monetary policy stance.
Investing.com -- The pound fell against the euro and dollar on Monday as traders responded to the political crisis facing UK Prime Minister Sir Keir Starmer and anticipated further interest rate cuts.
As geopolitical turmoil has emanated from the US, world currencies have rallied while the dollar has flatlined.
Officials consider the exchange rate as one element “to project inflation dynamics,” the Italian policymaker said, according to a transcript posted on the ECB’s website on Sunday. At the same time, Cipollone highlighted that the ECB doesn’t have a specific target for the common currency, and that it’s been bunching around $1.17-$1.18 for almost a year now. ECB officials last week kept borrowing costs unchanged for a fifth meeting, with President Christine Lagarde repeating that they see themselves in a “good place,” and playing down the euro’s rise.
European assets look like a haven from President Donald Trump’s mercurial U.S. policy and a possible implosion of U.S. tech stocks.
The European Central Bank left interest rates unchanged Thursday as the economy in the 21 countries that use the euro chugs past the disruption from U.S. President Donald Trump’s tariffs with modest yet resilient growth. “The economy remains resilient in a challenging global environment,” bank President Christine Lagarde said, opening her post-meeting news conference. “At the same time, the external environment remains challenging owing to higher tariffs and a stronger euro," she said.
European Central Bank is expected to keep interest rate unchanged as Lagarde guidance shapes euro outlook, influencing EUR/USD trading.
While the market anticipates a “wait-and-see” hold, any guidance from President Lagarde on the Euro’s recent breakout will be the primary driver for the pair’s next leg.
1354 GMT – The euro could turn lower against the dollar in the second half of 2026 as its recent appreciation has outpaced rate differentials, Societe Generale’s Kit Juckes says in a note. The euro has consistently risen faster than two-year rate differentials suggest it should over the past year or so and this move has extended at the start of 2026, he says. Rate differentials are consistent with the euro falling to $1.14 by year-end, from $1.1820 currently, he says.
The EU’s latest surveys indicate early stabilisation in retail, with confidence edging higher after prolonged weakness.
1530 ET – The dollar weakens as markets face another U.S. data gap. Meanwhile, many analysts expect Kevin Warsh to drive a hawkish, leaner Fed focused on inflation. The WSJ Dollar Index slips 0.1%, as the greenback weakens 0.2% against the euro and 0.5% versus the Swiss franc, while strengthening 0.1% against the yen.
Sartorius Aktiengesellschaft (ETR:SRT) reported preliminary full-year 2025 results showing a return to “normal” demand behavior for consumables, while customer investment in equipment and instruments remained cautious. Management said improved demand trends—particularly in recurring revenue—combined
Exporters will more readily find buyers, multinational companies will benefit from stronger overseas revenues. American assets become less attractive, slowing the flow of funds into US companies and driving money to international markets. The president insists he’s not worried about the dollar, no matter its latest slide — a comment that spooked forex traders and, eventually, led Treasury Secretary Scott Bessent to reiterate the long-standing policy that Washington favors a strong currency.
The figures signal resilience for the economic bloc, where 350 million people live, which has been rocked by threats from US president Donald Trump of ever escalating tariffs.
Investing.com - The extra return investors demand for holding assets denominated in U.S. dollars is building and could grow further, according to analysts at Barclays.
June Euro currency futures present a buying opportunity on more price strength.
Trump insists dollar ‘doing great’ as it falls to four-year low.
(Refiles to add missing word in headline, no changes to text) By Dhara Ranasinghe LONDON, Jan 28 (Reuters) - The euro has just hit a new milestone against the dollar, highlighting the single