About: pumarketings
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Loonie Pressured as U.S. Trade Threats Loom
Key Takeaways: *Escalating trade conflict poses structural risks to CAD, with possible tariffs up to 35% hitting key sectors. *Domestic growth is stalling, and BoC is constrained by persistent core inflation despite waning demand. *Political uncertainty and export dependency amplify the loonie’s vulnerability; structural reforms aim to mitigate this in the long run. Market Summary:Continue Reading
Euro Gains as U.S.–EU Trade Deal Eases Tensions
Key Takeaways: *Trade-resolution tailwinds continue to support the euro while easing global risk aversion. *The ECB’s cautious pause and neutral messaging strike a careful balance amid resilient inflation data and external uncertainties. *The ECB must monitor export dynamics closely, especially given the euro’s surge and the risk of policymakers losing control over price stability. MarketContinue Reading
Dow Firms as Trade Deals, Jobs Data Lift Sentiment
Key Takeaways: *Improved global trade sentiment and strong U.S. labor data are supporting Dow resilience, with recent deals unlocking over $550B in foreign investment. *Valuation risks are rising as the index trades near historical highs, prompting cautious positioning ahead of key earnings and Fed communication. Market Summary: The Dow Jones Industrial Average held firm aboveContinue Reading
