Region: North America

  • Tarrified

    Tarrified

    Stagflation fears rock dollar. Tariffs are backfiring for the U.S. Euro pounces on US weakness. Tariff resilience underpins positive pound view.

  • Risk-off sentiment builds ahead of April 2nd

    Risk-off sentiment builds ahead of April 2nd

    Equities flat after volatile session. Up for now, risks remain. A contrarian signal. Hedge against tariff noise.

  • Dollar strengthens amid fresh auto tariffs

    Dollar strengthens amid fresh auto tariffs

    Critical questions ahead of April 2nd. Equities down on tariff additions. Euro down 7th day in a row. Markets shrug off Spring Statement.

  • Markets shrug off soft data

    Markets shrug off soft data

    Reading between the bond lines. A surprising spring in sterling’s step. Trade war consequences are showing. More short-term pain for the euro.

  • Equities lift off as FX looks to consumer data

    Equities lift off as FX looks to consumer data

    Nothing good happens below the 200-day SMA. Good data is good news. Euro down on buyers’ fatigue. Sturdy start for sterling.

  • Spotlight on U.S. growth today as April 2nd nears

    Spotlight on U.S. growth today as April 2nd nears

    New U.S.-Canada tariffs expected after April 2nd. Risks around “fiscal and trade policies”. Euro under pressure. Monetary caution and fiscal consolidation influence pound.