Topic: North America

Surprise at the top. US data punches the euro. Rangy trading. Dovish signals knock the pound. Peso keeps gaining.

Cautiously optimistic. Euro ticks up, but trade progress may keep bulls cautious. Mild, not severe. Fed caution, BoE cuts: a tale of two paths.

Soft enough: doves in command. Euro bulls charge back. Clinging to monthly gains. GBP/USD highest since 2021. Internal division.

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.

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.

Long USD has been the pain trade. CUSMA and tariffs. Euro shakes off the shockwaves. Pound rejoices as risk-off mood recedes.