Hope Lifts Risk Appetites Ahead of the Bank of Canada and FOMC Meetings north There are three main talking points today. The first is the war. While it continues to rage, more oil is reportedly moving through the Strait of Hormuz and pipelines that bypass the choke point entirely. President Trump is again holding out the possibility that the war ends shortly. Second, [...]
Stablecoin Payments for Enterprise: A Practical Guide north Learn how enterprise finance teams are using stablecoins in 2026 for cross-border B2B payments, treasury management, and payroll, with real cost savings and infrastructure guidance.
Crypto needs to put on a business suit north Crypto’s innovation dazzles but fragments liquidity. Institutions demand boring reliability over novel protocols to move real capital at scale.
Precarious Calm in the Capital Markets, with a Softer Greenback north The war continues to dominate, but the dollar is trading lower against the G10 currencies. April WTI is trading in around a $3 range on both sides of $99 a barrel. US and European benchmark 10-year yields are a little softer. If the markets seem calmer, recognize that it is precarious as the [...]
Week Ahead: Eight of the G10 Central Banks Meet, Maybe One Moves north The Middle East War dominates the investment climate. The inflationary implications are first order considerations and there has been a large swing in expectations of central bank policy this year. Japan is a notable exception as the swaps market continues to discount almost two hikes this [...]