Kevin Ford, FX and Macro Strategist

US-Iran headlines keep markets whipsawing. March retail sales beat estimates. From stability to building downside pressure.

Hawkish Fed meets oil shock, again. Small business sentiment dips. Moody’s downgrade fails to break Peso resilience.

Bond selloff, dollar gains. Markets expect BoC to move by October. Soft inflation meets hard constraints.

When higher yields start to bite. Canada CPI picks up in April. Pound firms as Burnham fears recede.

Rising yields underpin US Dollar demand. Four-week high. Pound tumbles on political uncertainty.

Inflation data heats up as Trump meets Xi. USD/CAD rally extends. Drifting lower as sentiment wavers.