Region: North America

  • Dollar remains rangebound after hot PPI

    Dollar remains rangebound after hot PPI

    US producer prices soar to 3-year high. Loonie’s fate hinges on historical yield gap. From speculation to validation: what the euro needs now. Pound to 1-month highs on pared BoE easing bets.

  • Fed whispers lift stocks, dollar feels the pain

    Fed whispers lift stocks, dollar feels the pain

    S&P 500’s rise, Dollar’s demise. Euro eyes $1.20—but the Fed holds the key. Fed speculation holds CAD. Policy divergence drives GBP higher.

  • U.S. Dollar softens as markets cling to Fed pivot hopes

    U.S. Dollar softens as markets cling to Fed pivot hopes

    Euro’s surge against CAD tests multiyear high. Euro rides the policy gap. Trade war heats up as China slaps tariffs on Canadian canola. Sterling breaks out as Fed softens, BoE stands firm. Conflicting data for Banxico.

  • Tariff influence on US CPI less apparent in July

    Tariff influence on US CPI less apparent in July

    US CPI. Pound steady after UK jobs data. U.S.-Canada softwood dispute escalates. Rangebound with upside risk.

  • Data expected to lead FX action

    Data expected to lead FX action

    Dollar down almost 2% already in August. Job market cools. Pound’s rise built on fragile foundations. Sentiment and structural tailwinds for euro.

  • Trump taps a dove

    Trump taps a dove

    Tariffs hit home. Hawkish cut helps pound. Euro eyes fresh highs amid monetary divergence.