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Venezuela turmoil drives early‑year market chatter
The myth of Venezuelan displacement. Why the U.S. left the Chavista structure intact. Carry + credibility sustains Peso’s gains.
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2026 opens loud in the markets
Venezuela shocks and jobs data jolt the new year. A case for caution: why Rosenberg’s bullish pivot may be premature. Best year on record.
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Quiet US Dollar ahead of Fed meeting
Strong rally. It’s Fed week. A new 2025 low.
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FX markets quiet, CAD wins strongly on another job surprise
Part-Time shift drives job beat. Dollar near 1-month lows. Elevated risk. Euro rallies, but politics cloud the path.
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USD drifts lower as sentiment steadies and data softens
Holding the line. Pound pops to 1-month highs. Ignoring the data.
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US jobs plunge fuels Fed rate cut bet
Fed liquidity trumps macro gloom. Eying up a crucial closing price. Rental relief and steel strain.