FX Monthly Update | July 2025
Economic Outlook and Summary June turned out to be more bark than bite. Markets braced for tariff fallout, Fed pivot signals, and a growth scare—but what they got was a...
July 7 2025
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FX Monthly Update | June 2025
Economic Outlook and Summary May turned out to be more bark than bite. Markets braced for tariff fallout, Fed pivot signals, and a growth scare—but what they got was a...
June 4 2025 Read more -
FX Monthly Update | May 2025
Economic Outlook and Summary April delivered another body blow to global markets. President Trump’s April 2 announcement of a 10% tariff on imports from 60 countries caught many off guard,...
May 2 2025 Read more -
FX Monthly Update | April 2025
Economic Outlook and Summary Trump’s trade tirade scorched the earth in March—his tariffs sparked retaliatory threats from China, a diplomatic cold front with Mexico, and Canada. Trump nailed Canada and...
April 3 2025 Read more -
FX Monthly Update | March 2025
Economic Outlook and Summary Trump’s rhetoric took center stage. His determination to slap tariffs on Canada, Mexico, and China while promising reciprocal tariffs on all countries exporting to America sparked...
March 6 2025 Read more -
FX Monthly Update | February 2025
Economic Outlook and Summary As the month progressed, Trump’s tariff threat level ratcheted higher and then came to a head on January 20, just after he was sworn in as...
February 5 2025 Read more -
FX Monthly Update | March 2024
Economic Outlook and Summary The first half of February saw broad-based US dollar demand. A robust nonfarm payrolls report underscored the resilience of the US economy and justified the Fed’s...
March 8 2024 Read more -
Foreign Exchange Monthly Update | January 2024
Economic Outlook and Summary The Federal Open Market Committee donned Santa Claus suits in December and left investors grinning from ear to ear. The risk sentiment bellwether S&P 500 index...
January 3 2024 Read more -
FX Monthly Update | December 2023
Economic Outlook and Summary November was a good month for equities and bond bulls, but not so much for the US dollar. The greenback traded steadily until the middle of...
December 6 2023 Read more -
Monthly FX Update | August 2023
Economic Outlook and Summary There was a lot going on in July, including US and Canadian holidays at the beginning of the month, and more importantly, the Bank of Canada...
August 3 2023 Read more
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