Topic: Market Insights
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Deal or no deal?
Markets swung toward de‑escalation optimism on US‑Iran talks, lifting equities and EM assets while weighing on the dollar. But oil volatility, supply‑chain strain, and political risks mean uncertainty remains elevated.
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Futures hold firm after resilient US jobs data
Futures hold firm after resilient US jobs data. Canada jobs stall, Loonie finds its foot. Banxico signals endgame, Peso carry holds.
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Fresh warning signs
Oil anchors rates, dollar stays range bound. Sterling’s sell-off on hold. Euro capped by uncertainty.
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Greenback gains ahead of US jobs
USD gains ahead of jobs number. Yen pairs lower as BoJ minutes flag faster hikes. USD/SGD rebounds from two-month lows.
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Peace deal hopes denting dollar support
Peace deal hopes denting dollar support. Choppy trading ahead of employment report. Banxico to cut, Peso recovers.
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(Overblown) optimism?
Peace deal hopes denting dollar support. Buoyed by external forces, tested by local politics. Relief rally, limited upside.