Region: North America
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Dollar’s soft path continues
Soft enough: doves in command. Euro bulls charge back. Clinging to monthly gains. GBP/USD highest since 2021. Internal division.
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Dollar hits 3-year low, Banxico eyes rate cut
Not an exodus, but recalibration. Not just weak dollar: Europe’s turn to prove itself. Banxico to cut rates to 8%. Military ambitions, fiscal frictions? Sterling’s reality check.
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Ceasefire lifts markets, USD tests lows
DXY testing year lows. Greenback on the back foot. Canada’s inflation holds steady, core pressures still elevated. Bulls in Frankfurt, doves in DC. Sterling rides the risk-on wave.
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Ceasefire tempers tensions as dollar slips
Long USD has been the pain trade. CUSMA and tariffs. Euro shakes off the shockwaves. Pound rejoices as risk-off mood recedes.
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Strike jolts markets, FX reactions modest
Trump strikes rewrite the playbook. CAD cruises to monthly high mark. Cautious euro tone ahead of PMIs. Sterling two-front battle.
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Dollar slips as oil dips and war fears linger
Dollar’s global balancing act. BoE bides times, pound holds the line. CUSMA and higher tariffs. Euro bruised but not beaten.