Region: North America

The ‘Trump Corollary’ is officially on. What’s the outlook for global markets in Q1? Loonie tanks on geopolitics fears.

Momentum remains fragile in US labor market. Tail risks back on the table. EM smash records to start 2026.

The myth of Venezuelan displacement. Why the U.S. left the Chavista structure intact. Carry + credibility sustains Peso’s gains.

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.

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.

Dollar firms before CPI report. Hawkish BoE rate cut supports pound. ECB: steady rates, shifting expectations.