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Central banks clouded by the fog of war
Fed clouded by the fog of war. Two sided oil test. ECB won’t move the euro.
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Fed and BoC double-header; holds under oil shock
Fed navigates Hormuz oil shock. Canada’s two‑sided oil test. Shifting dynamics in LatAm FX.
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Will FX mean reversion follow post-conflict?
Thinking post-conflict: FX mean reversion? Weak jobs report bodes ill for the Loonie. Oil still calls the shots for EUR/USD.
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Hormuz crisis overshadows Central Bank week
Hormuz crisis overshadows Central Bank week. Inflation cools before BoC meeting. Needs Hormuz, not the ECB, to find a floor.
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Canada records steepest job loss since 2022, DXY peaks
Steepest job loss since 2022. DXY hits peaks despite weak data. No relief.
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CAD’s ‘exceptionalism’ – for how long?
CAD’s ‘exceptionalism’ – for how long? Energy markets still in tension. Peso under pressure.