-
Fed, oil and AI dominate
Fed, oil and AI dominate. Rates still drive USD/CAD. Carry bends as yields rise
-
US dollar approaches year high amid global uncertainty
Risks remain tilted to the upside. Rates still drive USD/CAD. ECB holds firm as markets price more hikes.
-
Are we back to duration and degree?
Are we back to duration and degree? Loonie stays under pressure. GBP/NOK extends its slide.
-
Dollar bid holds as geopolitics and rates keeps oil in focus
Dollar bid holds as geopolitics and rates keeps oil in focus. Loonie hits one-week low. Goodwill meets reality.
-
Dollar downside limited by yields and risk
Dollar downside limited by yields and risk. A new wave of tariffs coming to Canada? It’s not always about the dollar.
-
Inflation cools, but focus returns to oil
Inflation cools, but focus returns to oil. USD/CAD rebounds after Canada CPI. ECB optionality to limit euro’s gains.