Topic: Market Insights
-
Fed, oil and AI dominate
Fed, oil and AI dominate. Rates still drive USD/CAD. Carry bends as yields rise
-
The bar for hawkish surprises rises
A higher bar for dollar bulls. Familiar stagflationary dilemma faces euro. MPC risks tilt against sterling.
-
Oil drops as US pauses strikes; Aussie higher
US pauses strikes. Yen extends losses despite Japan inflation rise. Fed in focus as central banks dominate a busy week.
-
US dollar approaches year high amid global uncertainty
Risks remain tilted to the upside. Rates still drive USD/CAD. ECB holds firm as markets price more hikes.
-
Barrels of trouble
Oil above $100, renewed tariff risks and shifting rate expectations have lifted demand for the US dollar, leaving markets focused on central banks, inflation and the outlook for global growth.
-
The list of risks grows
Dollar risks remain tilted to the upside. ECB holds firm as markets price more hikes. Pound’s summer rally loses momentum.