Region: North America
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Economic resilience meets hawkish Fed
Economic resilience meets hawkish Fed minutes. Still lagging the majors. High yields drive emerging market performance.
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In quiet FX markets, the Dollar holds firm
Macro trends and outlook. Pound loses its floor. Lagarde expected leave ECB early.
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Yields down, dollar up, Canadian inflation cools
Canadian inflation cools to 2.3%. Sterling slides after dovish jobs report. Risk reversals blink, trend holds.
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Navigating a shift in sentiment and the week ahead
Navigating a shift in sentiment and the week ahead. Canada at a crossroads. Consolidation zone.
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Fed on track for June after January CPI cools
Fed on track for June after January CPI cools. Sterling buckles under risk aversion. Consolidation zone.
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Dollar fails to capitalize on jobs report
Too early to call it a turning point. Dollar’s fragile supports. Tariff friction remains a drag on the Loonie.