Holly Thompson
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War’s end optimism stalls USD gains
Dollar fall surprised the market, not us. Super-core climbs, premiers push back. Euro higher on external impetus. Pound rises above $1.25 after UK GDP beat.
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On-and-off tariff tension ahead of US CPI
Steady Loonie takes trade tension in stride. Unpacking a puzzling dollar decline. Euro looking for light in cloudy outlook. Pound records best day in two weeks.
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Loonie faces new tariff turbulence
Dollar higher but key level remains elusive. Trump’s favorite word. Hard time holding above $1.0350. Pound to outperform euro again this year?
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Uncertainty abounds; tariffs fuel inflation
Dollar well bid post-NFP. Survey surprise. Euro dips after rising to resistance. Tariff resilience and conflicting BoE signals.
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Markets cheer mild tariffs amid elevated risks
US-Mexico-Canada talks ease tensions but US tariffs on China and Beijing’s retaliation create uncertainty. Mixed US data boosts safe-haven demand, while the BoE cuts rates and lowers GDP forecast. The French government survives a no-confidence vote and global equities rise despite risks.
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FX in limbo before US jobs report
Dollar higher, but politics clouds its path. Canadian labor bounce back. Pound choppy after BoE cut. Equities surge, but inflation looms.