Topic: Market Insights
-
Has politics popped the tech bubble?
Markets reeled from an AI-driven tech selloff and a Democratic election sweep, while central banks continued tightening. With the dollar caught between growth resilience and softer rate expectations, attention now turns to US inflation.
-
Payrolls revive dollar and December hike bets
Payrolls revive dollar and December hike bets. Jobs divergence pushes USD/CAD back above 1.40. Banxico cut exposes peso’s shrinking carry cushion.
-
AI trade goes up in smoke
Fifth of November delivered a bonfire in markets. Haven flows halt euro’s recovery. Hawkish BoE, muted pound. US jobs report due.
-
AUD plunges as US stocks suffer biggest fall since “Liberation Day”
Democrat win sparks technology fears. RBA board split over policy messaging. BoJ keeps door open for more hikes.
-
Seven post-midterm risks reshape the dollar outlook
Seven post-midterm risks reshape the dollar outlook. Inflation lands, euro gains elusive. Oil retreat leaves CAD rally short of conviction.
-
Markets search for a narrative, NFP looms Large
A refocus on the here and now may be the dollar’s best outcome. Inflation lands, euro gains elusive. BoE set to hike, but will it blink?