Equities

26 August 2026
US escalates Canada trade dispute with 50% tariffs, raising USD/CAD volatility and hedging demand

US escalates Canada trade fight, invoking Section 338 to impose 50% tariffs; markets brace for USD/CAD volatility.

26 August 2026
Nasdaq rebounds ahead of Nvidia results as oil slides on Hormuz talks, yields ease

Tech-led US rally ahead of Nvidia results; oil plunges on Hormuz reopening hopes; hedges target consumer weakness, bonds, gold.

25 August 2026
Dollar softens below 99.40 as euro targets 1.18; yields steady ahead of US PCE

Dollar weak below 99.40; euro, yen crosses bullish; yields steady; equities mixed; metals and gas rally.

25 August 2026
FTSE 100 edges higher as gold and bitcoin rally, while tech drags on Nasdaq sentiment

FTSE 100 rises on gold strength; gold and bitcoin favored as havens while tech weakens; hedge Nasdaq exposure.

25 August 2026
RBC Warns US 50% Tariff Could Hit Canadian Exporters, Weigh on Loonie and Bonds

RBC warns 50% Section 338 tariffs hit 5% of exports, weakening CAD, pausing BoC, hurting industries.

24 August 2026
Hormuz Shipping Jumps as Iran Oil Exports Stall; WTI Tests Breakout While VIX Stays Subdued

Hormuz traffic surged, but Iranian exports stalled; WTI eyeing $100 breakout while VIX low, Nvidia looms.

24 August 2026
Dollar eases as Nvidia earnings and Jackson Hole loom, while Bitcoin and Ethereum hold key support levels

Dollar pressured; equities flat. Nvidia earnings and Jackson Hole may spark volatility; Bitcoin/Ethereum bullish; DXY tests support.

24 August 2026
Global equities advance as strong PMIs underpin cyclical leadership despite oil and dollar debasement risks

Global equities rose despite mixed week; strong PMIs supported cyclical leadership, low volatility, and bullish options strategies.

24 August 2026
USD/CAD climbs as US hits Canada with 50% tariffs and Ottawa readies September retaliation

US imposed 50% tariffs on Canadian goods; Canada plans September 8 retaliation, boosting USD/CAD and volatility.

24 August 2026
New Zealand retail sales slump reignites NZD downside risks, bolsters rate-cut expectations and equity caution

New Zealand Q2 retail sales fell 0.5%, missing forecasts, signalling weaker demand and potential NZD, rates, equities pressure.

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