Region: North America

  • No playbook for Trump 2.0

    No playbook for Trump 2.0

    A favorable U-turn for the Loonie? Tariff fatigue, hidden PPI optimism. Euro up 1.3% this week. Digging into the GDP detail.

  • War’s end optimism stalls USD gains

    War’s end optimism stalls USD gains

    Dollar fall surprised the market, not us. Super-core climbs, premiers push back. Euro higher on external impetus. Pound rises above $1.25 after UK GDP beat.

  • On-and-off tariff tension ahead of US CPI

    On-and-off tariff tension ahead of US CPI

    Steady Loonie takes trade tension in stride. Unpacking a puzzling dollar decline. Euro looking for light in cloudy outlook. Pound records best day in two weeks.

  • Loonie faces new tariff turbulence

    Loonie faces new tariff turbulence

    Dollar higher but key level remains elusive. Trump’s favorite word. Hard time holding above $1.0350. Pound to outperform euro again this year?

  • Uncertainty abounds; tariffs fuel inflation

    Uncertainty abounds; tariffs fuel inflation

    Dollar well bid post-NFP. Survey surprise. Euro dips after rising to resistance. Tariff resilience and conflicting BoE signals.

  • FX in limbo before US jobs report

    FX in limbo before US jobs report

    Dollar higher, but politics clouds its path. Canadian labor bounce back. Pound choppy after BoE cut. Equities surge, but inflation looms.