• AAPL
• META
• MSFT
• NQH25
• TSLA
• USD/CAD
• USD/CNH
• USD/MXN

Morning bid: China's AI challenger puts investors on edge

• EUR/USD
• GBP/USD
• USD/CAD
• USD/COP
• USD/JPY
• USD/MXN
• USDIDX

Dollar rises on tariff worries after Trump's Colombian threat

The dollar strengthened as tariff concerns resurfaced, while the Fed is expected to hold rates. The yen rose following the BOJ's rate hike, suggesting potential appreciation ahead.

• EUR/USD
• USD/CAD
• USD/CNY
• USD/JPY
• USD/MXN
• USDIDX

Dollar treads water as Trump tariff clarity, central banks awaited

The dollar stabilizes against major currencies ahead of upcoming tariff announcements and central bank decisions, with the Bank of Japan expected to raise interest rates soon.

• EUR/USD
• USD/CAD
• USD/CNY
• USD/JPY
• USD/MXN

Dollar drifts lower as traders ponder Trump tariff plans

The article discusses the U.S. dollar's decline amid uncertainty over Trump's tariff plans, highlighting mixed trader expectations and potential actions by the Federal Reserve and Bank of Japan.

• US10YT=X
• US30YT=X
• USD/CAD
• USD/MXN
• USDIDX

After two years of smooth sailing, Fed ready to navigate rocky bond market, Trump uncertainty

The article discusses the Federal Reserve's challenges amid achieving inflation targets, rising bond yields, and the impact of new Trump administration policies on economic growth.

• CL
• LCO
• USD/MXN

Trade, tariffs, energy - market reaction to Trump's inauguration speech

Market reactions to Trump's speech on tariffs included a weakened dollar and expectations of imminent tariffs, with energy sectors potentially benefiting from policy changes.

• USD/CAD
• USD/CNY
• USD/MXN

Trump to lay out trade vision but won't impose new tariffs yet, official says

Donald Trump plans to issue a trade memo evaluating U.S. trade relationships, without imposing new tariffs, while focusing on China, Canada, and Mexico's trade practices.

• USD/MXN

Mexico's central banker Heath sees inflation dipping below 4% in January

Mexico's inflation rates are forecasted below 4% in January, despite potential pressures from U.S. policies, with a goal to reach a 3% target.

• CN10YT=RR
• EUR/USD
• GBP/USD
• GC
• HG
• NDX
• US10YT=X
• US2YT=X
• US500
• USD/CAD
• USD/JPY
• USD/MXN
• ZL
• ZS

How are CTAs positioned entering 2025?

CTAs have slightly gained 2.55% in 2024, recovering from volatility. Their positioning is polarized across fixed-income, commodities, and currencies, with significant market sensitivities.

• CL
• GC
• LCO
• MXX
• USD/MXN

Mexico stocks lower at close of trade; S&P/BMV IPC down 0.41%

Mexico's stock market closed lower, with the S&P/BMV IPC down 0.41%. Grupo Elektra led gains, while Bolsa Mexicana and others faced losses. Falling stocks outnumbered advancing ones.