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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.
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Data expected to lead FX action
Dollar down almost 2% already in August. Job market cools. Pound’s rise built on fragile foundations. Sentiment and structural tailwinds for euro.
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Trump taps a dove
Tariffs hit home. Hawkish cut helps pound. Euro eyes fresh highs amid monetary divergence.
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BoE cuts, Banxico to follow suit
BoE cuts as expected. Two Kevins. Euro’s swift comeback. Banxico to cut by 25 bps.