Currencies and Forex Analysis & Opinion

CAD While most dollar pairs were relatively unmoved by Trump’s comments overnight, the loonie was not amongst them, with USDCAD testing the 1.45 level before falling back in recent hours. Despite the...

CAD and MXN tumbled yesterday as Trump reiterated that he will impose 25% tariffs on both countries by tomorrow. Whether he delivers on this threat will determine price action for the broader FX...

CAD The Bank of Canada trimmed rates by 25bps in yesterday’s latest policy decision, matching consensus expectations and our own pre-announcement call. That said, with this decision close to being...

Welcome to Simply Forex - the FED kept interest rates the same as expected This content was originally published by our partners at Simply Forex.

It's a busy day ahead in FX markets. The highlight should be another 25bp cut from the ECB, but we'll get plenty of fourth-quarter GDP data from the US and Europe. Elsewhere, we think this week's...

The currency market has followed the stabilization in tech stock sentiment, and today’s focus will shift to central bank meetings. We don’t think the Fed's conditions for a dovish tilt have been met,...

Equity market futures are tentatively testing stability this morning, but DeepSeek’s knock-on effect on US tech valuations may be longer-lasting. The US dollar proved inefficient as a haven in the...

CAD Two factors should be top of mind for loonie traders this week – tariff risks and monetary policy. Regarding the former, events over the weekend should serve as a warning shot. We see only...

The US dollar's fate hinges on key central bank decisions and Trump’s trade rhetoric this week. Fed and ECB moves, combined with trade tensions, will likely determine the dollar's next...

The US dollar has so far retraced about a quarter of its 10% run-up from late September. That has largely been a function of investors reducing the tariff risk premium embedded into the currencies of...

Our recent article, Why Are Bond Yields Rising, explains that the recent 1% increase in yields, as shown below, is almost entirely due to negative sentiment. As we wrote, the bond market calls...

CAD A quiet end to the week for loonie traders should help focus minds on next week’s key events. Topping the docket, rate decisions from the FOMC and BoC should help shine a spotlight on the...

The Bank of Japan delivered a well-telegraphed 25bp hike, but surprised markets on the hawkish side by materially raising its inflation forecasts. We expect two more hikes this year which can pave...

CAD USDCAD drifted fractionally higher on Wednesday, in line with broader dollar moves. We see little reason for this dynamic to change today either. Of note domestically, retail sales data for...