Holly Thompson
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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.
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Tariffs to take center stage again
Questioning US exceptionalism. Loonie awaits for tariffs news. Euro higher following German election. Uncertainty about the UK economy.
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No new tariffs push dollar lower
The Fed is expected to cut rates fewer times as inflation pressures rise. The dollar weakens while the euro reacts to Trump’s trade stance. The pound extends gains on strong UK data.