• Dollar fumbles as Loonie holds

    Dollar fumbles as Loonie holds

    A month of tariff-man. The dollar is trending lower. Testing $1.05 before PMIs and election. Weak US data pushes GBP/USD higher.

  • Tariff premium eases amid new Trump threats

    Tariff premium eases amid new Trump threats

    Bearish bets against CAD to 1-month low. Investors betting on the double put. Euro without a life of its own. Pound reverses from multi-month highs.

  • Dollar holds gains, Loonie hovers around 1.42

    Dollar holds gains, Loonie hovers around 1.42

    BoC rate cut odds drop after CPI. Dollar snaps daily losing streak. Euro slides despite uplift in investor morale. UK inflation surges to 10-month high.

  • Dollar rebounds, Loonie unchanged ahead of CPI

    Dollar rebounds, Loonie unchanged ahead of CPI

    Light week ahead. Dollar’s dual path: strong near-term, uncertain long-term. Too soon to call trend change in euro. Pound climbs as UK wage growth accelerates.

  • No playbook for Trump 2.0

    No playbook for Trump 2.0

    A favorable U-turn for the Loonie? Tariff fatigue, hidden PPI optimism. Euro up 1.3% this week. Digging into the GDP detail.

  • Markets flirting with risk

    Markets flirting with risk

    Equities surged on Valentine’s Day, with markets reacting to inflation surprises and shifting trade headlines, while USD weakened. Investors are focused on upcoming central bank decisions and economic data.