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Trade friction far from over
Trade friction far from over. Growth stays solid, but inflation fears return. What does this all mean for the US Dollar?
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US growth stays solid, but inflation fears return
Growth stays solid, but inflation fears return. Loonie steady on mixed data. Rates attempt a grip on EUR/USD.
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Economic resilience meets hawkish Fed
Economic resilience meets hawkish Fed minutes. Still lagging the majors. High yields drive emerging market performance.
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In quiet FX markets, the Dollar holds firm
Macro trends and outlook. Pound loses its floor. Lagarde expected leave ECB early.
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Yields down, dollar up, Canadian inflation cools
Canadian inflation cools to 2.3%. Sterling slides after dovish jobs report. Risk reversals blink, trend holds.
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Navigating a shift in sentiment and the week ahead
Navigating a shift in sentiment and the week ahead. Canada at a crossroads. Consolidation zone.