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18 Aug 2025

Traders Turn Cautious in Run-Up to Jackson Hole

Good morning, and welcome back. In the US, ten-year Treasury yields are holding near last week’s levels, equity futures are setting up for a modest advance at the open, and the dollar is trading near a three-week low against most of its major rivals. The euro is trading lower given that there’s been no appreciable unwinding in geopolitical risk after presidents Trump and Putin emerged from a meeting in Alaska without anything resembling a deal to end the war in Ukraine. And measures of risk appetite are creeping lower across the G10 currency space as traders brace for Federal Reserve...

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