Region: North America

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.

US Dollar cruises on tepid waters. The path to $1.20. Hawkish hold, fragile ground. Key week ahead for the Loonie.

Government action against rising debt. ECB optimism lifts the euro. UK economy flatlines in July.

Sensitivity to growth headline increases. On low vol, CAD’s underperformance streak continues. Risk sentiment buoys sterling. MXN close to 2025 highs.

It wasn’t resilient after all. No firepower for euro yet to reclaim July highs. Steady decline in inflation.

Euro shrugs off France’s crisis, for now. Challenge to small businesses. GBP/USD eyes 1.36, but lacks fresh catalyst.