Region: North America
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Amid price discovery turmoil, the US dollar loses its crown
A new regional trade war. USD: Macro weakness trumps tariff risks. EUR: supported by European defence spending. GBP: turning bullish versus dollar.
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Tariff day and a busy week ahead
The Loonie braces for impact, tariff day is here. Dollar between (-) macro and (+) geopolitics. Euro in the shadow of Trump. Swinging with risk sentiment.
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February ends gripped by risk aversion
February wrap-up with unresolved tariff issues. Dollar balancing tariffs, weaker growth. Euro back on the defence. Risk sensitive or safe haven sterling?
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Uncertainty as the new normal
A rolling one-month threat. Equities rattled, currencies calm. Tariff threats losing sting on euro. Sterling’s double edged sword.
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Loonie, the barometer of the tariff story
USD/CAD trading back above 1.43. Trump’s tax plans optimism. Euro faltering at $1.05. Pound lacking fresh catalyst against euro.
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Until the very last minute?
A worrying sign. Dip buyers save the day. New government, old problems. Pound running into resistance.