Region: North America
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Trade and macro back in focus
Trade news. Balancing fiscal strains and data signals. Unconventional views.
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US Dollar holds steady despite mounting rate cut expectations
Sentiment meets fundamentals. Unsightly. Euro needs a villain. Weekly rebound.
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US Dollar erases weekly losses
The dollar’s double take. Unattractive. No surprises, no support for sterling.
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Reversal in FX after volatile Fed reaction
Reversal day. High bar, flat close. BoC cuts with no forward guidance.
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It’s Fed Day; and the BoC to cut
BoC to cut by 25 bps. Euro extends to 4-year high. Sterling breaches 1.36 – but can it hold?
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Dollar weakens ahead of Fed meeting
Inflation mostly in line with expectations, solidifies the case for a rate cut. Dollar and yields drift lower. Super peso on a roll. Navigating conflicting signals.