Region: North America
-

Slight dollar rebound after failed diplomacy
Failed diplomacy and the energy driver. Escalation returns but euro stays calm. Labour market steady but still sluggish.
-

US Core inflation slows amid energy surge
US Core inflation slows amid energy surge. Canadian jobs hold steady in March. Euro rides fragile optimism and hawkish tailwinds.
-

Markets jittery as ceasefire remains fragile
Markets jittery as ceasefire fray. Relief rally versus rate repricing. Breaks range as CAD lags risk relief.
-

Ceasefire sparks FX mean reversion
Ceasefire sparks FX mean reversion. USD/CAD breaks range as CAD lags risk relief. Peso gains big on relief rally.
-

Deadline keeps escalation risks elevated
Between inflation and the next headline. Stuck in a range. Canadian Economy faces crucial spring tests.
-

Jobs rebound meets rising Middle East tensions
Jobs rebound meets rising Middle East tensions. Geopolitics add pressure on the CAD. From carry darling to risk proxy.