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Recent Posts by davin

Scotiabank strategists say USD/CAD stays rangebound; oil strength and tight yield spreads underpin the Canadian dollar

Scotiabank says loonie undervalued; USD/CAD near 1.37 faces resistance, with Fed and BoC meetings ahead.

TD Securities’ Daniel Ghali warns gold faces policy headwinds as rising US two-year yields shift macro conditions

US 2-year yields break downtrend, shifting Fed expectations; crowded gold positioning faces headwinds despite central-bank support.

In February, US pending home sales year-on-year slipped to -0.8% from -0.4% previously

US pending home sales dropped 0.8% year-on-year in February, signalling weaker purchase pipelines than last year.

Deutsche Bank says Iran conflict links markets to oil, bolstering dollar; Asian currencies face greatest strain risk

Iran war-linked energy shocks lift oil, weaken growth, boosting dollar; Asia FX vulnerable amid Hormuz disruption risks.

Societe Generale economists say Germany’s reformed debt brake and 2025–2026 budgets boost Euro area growth outlook

Germany’s relaxed debt brake boosts spending, lifting growth through 2029, raising inflation risks, and limited euro-area spillovers.

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