Currency Risk Commentary
Themes, volatility episodes and risk-management notes for Canadian finance teams managing currency exposure across the year.
Recent posts
- Brent at $115 and Rising. Inflation Risks Return. The Playbook Is Shifting. — March 30, 2026
- Geopolitical Escalation Drives Safe Haven Flows — March 2, 2026
- Currency Markets on Edge as Tariffs and Middle East Risk Reprice Expectations — February 23, 2026
- Dollar Softness as Policy Risk and Trade Frictions Intensify — January 26, 2026
- Geopolitics and Trade Fragmentation Dominate FX Markets — January 19, 2026
- 2025 Market Recap and What to Expect in 2026 — December 29, 2025