• The Dollar awaits key labor data

    The Dollar awaits key labor data

    Familiar headwinds on summer’s closure. GBP/USD is down 1%, why? Tariffs take a toll on Canada’s GDP, boosting rate cut odds. EUR/USD breaks north of 1.17 – but can it hold?

  • Dollar weakens ahead of US PCE report

    Dollar weakens ahead of US PCE report

    Structural cracks meet tactical fog. Record deficit shifts focus to yields. Strong UK data and shifting rate expectations. Peso’s resilience draws long bets.

  • US yield curve steepening puts Dollar on shaky ground

    US yield curve steepening puts Dollar on shaky ground

    The Bear steepener, the Dollar, and the Fed’s path. Eurozone fractures. Yield differential helps the Loonie. BoE pivot risks GBP reversal.

  • USD bid, focus shifts to macro data ahead

    USD bid, focus shifts to macro data ahead

    Tariff rollback eases pressure on Bank of Canada. The new tariff is political interference. Banxico poised for rate cut as Peso looks to Fed’s next move. Fragmentation risk returns.

  • Fed cut enthusiasm wanes

    Fed cut enthusiasm wanes

    Euphoria around interest rate cuts eases. Sentiment takes a hit: The euro’s triple threat. Sterling faces structural strains.

  • Dovish Powell sends US dollar lower

    Dovish Powell sends US dollar lower

    A foundational shift in economic policy. Euro regains the 1.37. Elbows down.