Region: North America
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Earnings and retail data lift markets, ceasefire deadline looms
Earnings and retail data boost markets. Canada business mood meets inflation. Trading a delicate calm.
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Decoding the current US dollar unwind
Decoding the current US dollar unwind. Energy costs drive March inflation higher. Whiplash headlines, limited follow-through.
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Dollar stays soft as geopolitical fears subside
Five sessions of gains as geopolitical fears subside. Resilient, but still waiting for conviction. Regaining its carry allure.
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Rising risk sentiment stalls dollar rally for now
Rising risk sentiment stalls dollar rally for now. Sentiment improves, but proof still pending. Positive rebound on February data.
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Markets pivot as geopolitical tensions ease
Markets pivot as geopolitical tensions ease. Up seven days straight. Peso trails the Real.
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USD slides as de‑escalation lifts risk appetite
Dollar slides, oil cools, risk-on takes over. The euro’s quiet comeback. A fundamental medium-term view on the Canadian Dollar.