Topic: Market Insights
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All-time highs, old trades unwound
From war premium to peace trade. EUR sentiment improves, but proof still pending. UK GDP surprise lifts pound, but outlook fragile.
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Dollar holds as risk appetite returns
Risk returns as stocks hit new highs. Yellen leaves the door open for a US rate cut. Tariff threat returns.
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Markets pivot as geopolitical tensions ease
Markets pivot as geopolitical tensions ease. Up seven days straight. Peso trails the Real.
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De-escalation bias still alive
Markets pivot as geopolitical tensions ease. Up seven days straight. Sterling rally faces macro reality.
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USD hits six-week lows on softer PPI, peace talk hopes
Greenback falls to early March lows. AUD/USD at one-month high on RBA warning. MAS tightens policy, but by less than expected.
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USD slides as de‑escalation lifts risk appetite
Dollar slides, oil cools, risk-on takes over. The euro’s quiet comeback. A fundamental medium-term view on the Canadian Dollar.