Topic: Daily Market Updates
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Domestic realities test the limits of Iran’s campaign
Domestic realities test the limits of Iran’s campaign. Front‑end eases, euro lifts. Loonie’s sentiment sour after BoC meeting.
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Markets swing on ultimatum U-turns
Markets swing on ultimatum U-turns. Loonie’s sentiment sour after BoC meeting. ECB hawks re-claim the narrative.
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Hawkish repricing
BoE holds, hawkish tone lifts the pound. Euro jumps as ECB recalibrates. Retail sales rebound in January.
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Central banks clouded by the fog of war
Fed clouded by the fog of war. Two sided oil test. ECB won’t move the euro.
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Fed and BoC double-header; holds under oil shock
Fed navigates Hormuz oil shock. Canada’s two‑sided oil test. Shifting dynamics in LatAm FX.
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Will FX mean reversion follow post-conflict?
Thinking post-conflict: FX mean reversion? Weak jobs report bodes ill for the Loonie. Oil still calls the shots for EUR/USD.