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Long-term yields rise, FX markets mute
The bear steepener, the USD, and the Fed’s path. Rising yields, rising doubts: sterling’s fiscal challenge. Canada’s housing market paradox. Euro treads water ahead of Jackson Hole.
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Risk bid, oil offered, Dollar feels the strain
Caught between geopolitics and Fed signals. CAD worst performer year-to-date. Euro eyes peace dividend. UK inflation in focus.
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Dollar remains rangebound after hot PPI
US producer prices soar to 3-year high. Loonie’s fate hinges on historical yield gap. From speculation to validation: what the euro needs now. Pound to 1-month highs on pared BoE easing bets.
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Fed whispers lift stocks, dollar feels the pain
S&P 500’s rise, Dollar’s demise. Euro eyes $1.20—but the Fed holds the key. Fed speculation holds CAD. Policy divergence drives GBP higher.
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U.S. Dollar softens as markets cling to Fed pivot hopes
Euro’s surge against CAD tests multiyear high. Euro rides the policy gap. Trade war heats up as China slaps tariffs on Canadian canola. Sterling breaks out as Fed softens, BoE stands firm. Conflicting data for Banxico.
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Tariff influence on US CPI less apparent in July
US CPI. Pound steady after UK jobs data. U.S.-Canada softwood dispute escalates. Rangebound with upside risk.