Region: North America

Caution builds as markets await a clear catalyst. Inflation slightly higher than expected. Credibility vs hikes.

Next Fed decision is a coin toss. Sustained weakness. Downside drivers accumulate. Breaks higher, but soft data holds the key.

Fiscal concerns. Lacking momentum, will the data deliver? Strong recovery. No political shelter for sterling.

Fiscal concerns. Rate cut bets rise, hurdles remain. Strong recovery.

Dollar losing momentum. UK data dump in focus this week. Positive jobs data boosts Loonie.

Strong jobs data boosts Loonie. BoE holds, December cut looms. Best day in over a month for euro. Banxico cuts 25 bps as expected.