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