Optimism Weighs on the Greenback north North American participants shrugged off the pessimism seen in Asia Pacific and Europe yesterday after the US-Iran negotiations broke down over the weekend. The optimism was contagious and reports that another round of negotiations are being contemplated during the ceasefire that expires next [...]
Restrained Risk-Off north The collapse of US-Iran negotiations and the US threat to blockage Iranian ports presents an escalation in the conflict that the market’s did not anticipate. Equities and bonds are lower, and the dollar is mostly firmer. However, so far, the moves appear restrained. Iranian oil has largely [...]
Week Ahead: Hope Springs Eternal north Hope that the ceasefire will lead to the end of the Middle East war fanned risk appetites in recent days. Equities rallied broadly. May WTI and June Brent fell by nearly 11.5%. The dollar fell against all the G10 currencies, the Antipodeans and Scandis, which seem the most sensitive to growth [...]
G10 Currency Consolidation Looks Constructive, but the Weekend Poses Risks north The dollar is mixed against the G10 currencies today, ahead of the March US CPI report. The dollar bloc and the Japanese yen are struggling. However, the tone is mostly consolidative. Equities were higher in the Asia Pacific region, with a few exceptions, and in Europe. Bond yields are firmer. [...]
Checkpoint #9: Apr 2026 north Ethereum's All Core Developer calls can be a lot to keep up with, so this "Checkpoint" series aims for periodic high-level updates, depending on what's happening in core development. See the previous update here. !image...