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Soft US CPI puts March rate cut on the table
Tame reading puts March rate cut in play. Looking past the noise. Dollar resilience caps euro ambition.
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A jobless boom? US CPI on the spotlight this week
Jobless expansion? Sterling’s external sensitivity has shifted meaningfully. Stabilized stagnation. An anomaly that’s likely to reverse.
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US labor market caps weakest year since 2020
US labor market caps weakest year since 2020. Loonie still under pressure even as resilient full-time job growth. Mexico’s Super Peso refuses to flinch.
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Markets await geopolitical dust to settle ahead of Friday jobs report
The ‘Trump Corollary’ is officially on. What’s the outlook for global markets in Q1? Loonie tanks on geopolitics fears.
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US labor market remains fragile, all eyes to Friday NFP
Momentum remains fragile in US labor market. Tail risks back on the table. EM smash records to start 2026.
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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.