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Growth scare at extreme levels
Canada’s job market hits a snag. A week where decades happen. A tug of war for the euro. Beyond the knee-jerk response.
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US Dollar moves out of character
Don’t call it a comeback yet. Worst day for US stocks and dollar in years. It’s the euro that’s been “liberated”. Pound (and penguins) stand proud.
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Promises made, promises kept
Loonie breaks below 1.41 post April 2nd. Trump opts for shock therapy. Euro enthused by Europe’s vow to retaliate. A Brexit dividend at last.
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The much-hyped April 2nd is here
Are tariffs priced in? Does an awful April await the dollar? Betting on euro strength despite tariff threat. Sterling looks sturdy.
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Markets brace for reciprocal tariffs impact
Checking in on the auto industry. Uncertainty likely to persist beyond Liberation Day. Euro held back by softer inflation. Lacking directional conviction.
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Tarrified
Stagflation fears rock dollar. Tariffs are backfiring for the U.S. Euro pounces on US weakness. Tariff resilience underpins positive pound view.