Policy uncertainty
• Mixed markets. US equities fell. ECB cut rates but gave off ‘hawkish’ vibes. EUR holds onto recent gains. AUD up near its 4-month average.• Push/pull. US tariff news still evolving. Pres. Trump announced temporary exemptions on some imports from Mexico & Canada. The art of the deal?• US jobs. Monthly US jobs report due tonight. US Fed Chair Powell also speaks on the outlook. These events could spark more USD volatility. Global Trends Markets continue to be whipped around by geopolitical and economic uncertainty. In the US, tariff news is still evolving. US President Trump announced that goods from...