Holly Thompson
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Big CAD buyers stepping in
Trump switches targets. Old-fashioned rhetoric? Euro stronger but risks remain. Some relief for pound bulls.
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Tariff turmoil: markets roiled as trade war escalates
Trading blows. Hoping for an early deal. Monetary divergence another euro headwind. The UK is not immune.
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Trade war revives USD rally
Dollar surges as tariffs set to take effect. USMCA no more. Euro to parity risk increases. Pound at risk of dovish BoE.
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BoC prepares for trade war
Wait and see. Technicals still not supportive. Fed not ready to pivot. Sterling indifferent to Reeves’ speech.
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Central banks back in action today
Dollar higher before the Fed. Past peak pessimism but no optimists in sight. Chancellor’s speech to guide sterling. It’s not what you do, but what you say.
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Central banks back in focus this week
Soft Trump bad for the dollar. Is Europe bottoming? Canada replaces China in the tariff crosshairs. GBP/EUR rebounds from 5-month low.