Holly Thompson
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Tariff day and a busy week ahead
The Loonie braces for impact, tariff day is here. Dollar between (-) macro and (+) geopolitics. Euro in the shadow of Trump. Swinging with risk sentiment.
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February ends gripped by risk aversion
February wrap-up with unresolved tariff issues. Dollar balancing tariffs, weaker growth. Euro back on the defence. Risk sensitive or safe haven sterling?
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Market jitters over tariff chatter
Markets drop as the dollar rises on risk aversion and Trump’s tariff threats. Treasury yields fall, while mixed US data signals slowing momentum. The ECB may cut rates next week amid inflation concerns.
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Uncertainty as the new normal
A rolling one-month threat. Equities rattled, currencies calm. Tariff threats losing sting on euro. Sterling’s double edged sword.
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Loonie, the barometer of the tariff story
USD/CAD trading back above 1.43. Trump’s tax plans optimism. Euro faltering at $1.05. Pound lacking fresh catalyst against euro.
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Until the very last minute?
A worrying sign. Dip buyers save the day. New government, old problems. Pound running into resistance.