Region: North America

Dollar awaits Warsh for direction. CAD holds firm through trade escalation. EUR Ifo extends winning streak.

The policy premium is showing up again in the US dollar. Trade shock reverses Loonie’s recovery. Peso carry defies rising geopolitical risk.

What happened and when did the new US tariffs begin? What’s happening in markets this week?

US real yields rise, US dollar refuses to follow. Rally faces tariff deadline test. Peso strength faces weekend test.

US dollar pays for treasury yield suppression. Loonie rallies on trade deal hopes. Mexican Peso tests new lows.

Tariff pause leaves CAD bid. A two-sided story. USD/MXN holds near two-year low.