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Baker Hughes oil rig count -8 to 465
Credit Agricole: The return of USD ‘frown’; is a ‘Truss Moment’ inevitable?
USD/CAD flirts with the lowest since October
Bessent ultimately sees ‘several hundred billion’ per year in tariff revenue
More Bessent: Sovereign Wealth Fund is on pause
Bessent: Trump move is in response to EU’s pace on tariffs
Eyes now on today’s previously-scheduled call between US and EU officials
US April new home sales 743K vs 693K expected
Bank of Canada rate cut odds fall further after retail sales data
Welcome to Trade War 2.0
Canada March retail sales +0.8% vs +0.7% expected
The market is figuring out that it’s better to sell the US dollar in the trade war
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