Region: North America

The Bear steepener, the Dollar, and the Fed’s path. Eurozone fractures. Yield differential helps the Loonie. BoE pivot risks GBP reversal.

Tariff rollback eases pressure on Bank of Canada. The new tariff is political interference. Banxico poised for rate cut as Peso looks to Fed’s next move. Fragmentation risk returns.

Euphoria around interest rate cuts eases. Sentiment takes a hit: The euro’s triple threat. Sterling faces structural strains.

A foundational shift in economic policy. Euro regains the 1.37. Elbows down.

All eyes on Jackson Hole. Euro softens despite strong PMIs. Pound at 2-week low as risk sentiment wavers. Banxico signals gradual path ahead.

CAD drifting higher ahead of Jackson Hole. Fed under fire again. Losing Interest: sterling’s real rate reality.