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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.
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2026 opens loud in the markets
Venezuela shocks and jobs data jolt the new year. A case for caution: why Rosenberg’s bullish pivot may be premature. Best year on record.
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Quiet US Dollar ahead of Fed meeting
Strong rally. It’s Fed week. A new 2025 low.
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FX markets quiet, CAD wins strongly on another job surprise
Part-Time shift drives job beat. Dollar near 1-month lows. Elevated risk. Euro rallies, but politics cloud the path.