Region: North America

When AI doubts become US dollar risks. Retail strength extends Loonie’s rate-driven rally. Trade strains deepen Peso’s carry breakdown.

AI Treasury bid keeps dollar near support. French 10Y at 5% keeps euro bears in control. Hotter inflation offers Peso a fragile reprieve.

Falling oil and yields extend US dollar retreat. BoC hike repricing extends Loonie rally. Trade hopes offer Peso only temporary relief.

Dollar retreat pushes USD/CAD toward 1.40. CAD strength drives EUR/CAD lower. Euro weaker as French tensions rise.

Softer core inflation complicates BoC hike pricing. When AI doubts become US dollar risks. Carry erosion deepens Peso’s decline.

Dollar slips as Warsh silence caps yields. Loonie rally masks domestic weakness. Trade roadblock weakens Peso carry appeal.