Canadian Dollar

In this Insight, we evaluate if there is more juice in our macro bet of being long June 2025 CORRA versus SOFR futures, and correspondingly, being short the CAD, for investors with a 1-3 month horizon.

This Insight looks at the likely direction of bond yields and the dollar, from the lens of money velocity.

This Insight looks at the likely direction of bond yields and the dollar, from the lens of money velocity.

This report looks at the likely path for the dollar and bond yields over the next 6-to-12 months.

This report looks at the latest developments in G10 economies and implications for bond and FX market strategy.

In this monthly review, we give our take on where bond yields and the dollar are headed. This is within the lens of revisiting our fundamental indicators.

In this week's report, we review the impact of political developments, as well as incoming fundamental data, on our positioning.