Topic: North America

  • VIX falls, markets steady to end the week

    VIX falls, markets steady to end the week

    From chaos to calm. Canadian elections unlikely to sway the Loonie. Euro quelled by risk-on mood.

  • Risk rally sparks modest Dollar rebound

    Risk rally sparks modest Dollar rebound

    Risk rally boosts Mexican Peso. Tariff seesaw swings on. Trumponomics isn’t a new play. Euro’s unwind has room to run. Struggling UK economy bodes ill for sterling.

  • De-escalation hopes lift markets

    De-escalation hopes lift markets

    Trump shifts to softer stance on Powell. Behind the U.S. Treasuries sell-off. Relief rally tempers euro’s momentum. UK outlook downbeat.

  • Future reserve role of dollar in question

    Future reserve role of dollar in question

    A triple blow. Euro at 2021 highs.

  • No lifeline from the Fed

    No lifeline from the Fed

    Hopes for “Fed put” fade. A murky economic outlook. Trade tensions overshadow retail sales boost. Tariffs clear way for ECB cut. Sterling’s diverging paths.

  • Loonie declines ahead of BoC meeting

    Loonie declines ahead of BoC meeting

    Loonie slips on softer March inflation. Trade uncertainty weighs on US assets. Pacey euro appreciation to force ECB’s hand. Pound mixed after slower inflation.

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