Holly Thompson
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Tariffs poised to ignite inflation risks
Preemptive moves by Canadians on trade risks. Inflation data overshadowed by tariff threat. Will Trump stop the euro rally? Within a whisker of $1.30.
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US-Canada trade war intensifies
Half a day twists and turns. Dollar not profiting from tariff angst. Euro continues its surge. Look over your shoulder sterling.
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Bid for safe haven in FX markets
The sting of market ‘detox’. Volatility jumps on economic jitters. A watershed moment for the euro. Sterling testing key support versus euro.
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Consolidation after a momentous week
Bank of Canada on the spotlight. No Trump put to hope for? Betting on Europe again. Pound’s mixed fortunes.
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Tariffs on, tariffs off: FX markets wait for jobs report
The ‘hard reset’ theory. Tariff pendulum continues to swing. European outperformance rests on stimulus. Pound firm versus dollar, fragile versus euro.
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Investors go all-in on Europe
US market uncertainty deepens as President Trump delays tariffs on Canada and Mexico, pushing the Nasdaq into correction. The dollar weakens amid concerns over US growth and dovish Fed expectations. Europe outperforms with strong fiscal and monetary support, and the pound strengthens against the dollar.