Region: North America
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Venezuela turmoil drives early‑year market chatter
The myth of Venezuelan displacement. Why the U.S. left the Chavista structure intact. Carry + credibility sustains Peso’s gains.
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2026 opens loud in the markets
Venezuela shocks and jobs data jolt the new year. A case for caution: why Rosenberg’s bullish pivot may be premature. Best year on record.
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Firm dollar, fading yen
US inflation undershoots all forecasts. Japanese yen back at lows after BoJ hike. Pound’s short-lived relief rally after BoE cut. ECB sticks to script.
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Hawkish BoE cut, ECB up next
Dollar firms before CPI report. Hawkish BoE rate cut supports pound. ECB: steady rates, shifting expectations.
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Dollar’s rebound may be short-lived
US jobs slowdown continues. Euro pulls back from $1.18 peak. Oil’s plunge to four-year lows weighs on Aussie, CAD. UK inflation adds to BoE easing bets.
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Dollar dips before jobs data
US jobs report in focus. USD/CAD losses pause after inflation. Euphoric euro meets downbeat dollar.