Region: North America

Same level, different loonie story. Rates and European stress anchor the US dollar. Peso rebounds but carry support looks fragile.

Dollar rally loses its European tailwind. Yield gap keeps Loonie on defensive. Peso recovers as caution persists.

French stress supports US dollar despite weak payrolls. Canadian dollar weakness extends into a fifth week. Carry unwind tests the Mexican Peso.

Dollar falls after payrolls miss. Loonie rebounds but rate gap persists. Peso carry unwind extends above 18.

Dollar absorbs softer PCE as yields climb. Rate gap keeps USD/CAD pointed higher. USD/MXN breaks 18 as carry support fades.

Reflation trade keeps the dollar supported. Rate differentials weighing heavy. Euro running behind fair value.