Author: Robert Jessi

Form 4 IPG Photonics Corporation For: 11 October

The Bank of Canada’s October 28 decision turns on the cost of waiting: August inflation at 3.0% gives policymakers a reason to demand more evidence before easing, while September’s weakening labour indicators make delay harder to defend. With the policy rate anchored at 2.25%, the causal question is whether the next releases show inflation pressure fading quickly enough to justify responding to employment weakness.No outcome probabilities are supplied, so the evidence cannot establish whether a hold or a cut leads the market. It does support a narrower analysis of the assumptions behind those scenarios and the releases capable of changing…

at 12:20 p.m. ET on Thursday, October 8, up 0.14% on the day after bottoming at 1.3184 during the European morning. The session opened at 1.3213, reached a high of 1.3239 mid-morning in New York, and has held most of the gain. Wednesday’s close was 1.3213 after a 0.47% decline. The low matters more than the close. Sterling has now tested the 1.3180 to 1.3192 area on five of the past six trading days, with lows of 1.3180 on October 1 and 2, 1.3188 on October 5, 1.3192 on October 7 and 1.3184 on October 8. Each time it has…

The euro traded at $1.1174 at 7:44 a.m. ET on Thursday, October 8, down 0.2% on the day and 13 pips above Monday’s low of 1.1161, the weakest level since May 2025. The pair opened the session at 1.1196, managed an early high of 1.1204 and was at 1.1195 in early European dealing before sellers returned as French bond spreads widened again. The rose 0.2% to 102.40, within 14 points of the 18-month high it set at 102.54 on Monday. The damage over the past month is substantial for a major currency pair. has fallen 3.6% since September 8, from…

Pound-Canadian Dollar could rebound if BoE policymakers turn more hawkish, although firmer oil prices may continue to support the Loonie. The Pound to Canadian Dollar (GBP/CAD) exchange rate drifted lower on Wednesday as a fresh rise in oil prices underpinned the ‘Loonie’. Latest — Exchange Rates: Pound to Canadian Dollar (GBP/CAD): 1.882128 (-0.11%) Euro to Canadian Dollar (EUR/CAD): 1.594999 (-0.13%) Dollar to Canadian Dollar (USD/CAD): 1.42265 (-0.23%) DAILY RECAP: The Canadian Dollar (CAD) edged higher on Wednesday, with the commodity-linked currency drawing support from a fresh uptick in global oil prices. Brent crude climbed back above $101 a barrel as…

The week that wasThe US Dollar (USD) kept its bullish bias well in place for yet another week, extending its march north while revisiting an area last seen 18 months ago.The continuation of the leg higher in the buck has been underpinned by steady bets on further tightening by the Federal Reserve (Fed) in Q4, alongside radio silence on the Middle East conflict. The latter, of course, was fanning the flames for higher prices of crude Oil, which in turn fed into the inflation-extra tightening narrative.However, there was an unexpected additional driver of the Greenback’s marked uptrend in the last…

Full disclosure: I have long invested a portion of our family’s portfolio in DFA index mutual funds and more recently DFA exchange-traded funds (ETFs), and have also sat in on a few investor presentations from DFA Canada. They are famously champions of taking a passive set-it-and-forget it approach to investing while minimizing the noise of what they have dubbed “financial pornography” propagated by traditional and social media, and self-appointed experts who claim they can pick individual stocks or consistently time the markets.  I found Booth’s Stay Calm to be a refreshing reminder of the sound principles that underlie DFA and its competitors…

Form 4 VeriSign Inc For: 10 October

Commerzbank analysts note Taiwan’s September trade surplus hit a record USD23.6bn, with exports surging 60.9% year-on-year on strong AI-related demand. The Central Bank of the Republic of China may lean more hawkish if inflation’s uptrend persists. USD/TWD rose 0.3% to 31.90, but the pair’s upside may be limited as the central bank disclosed FX intervention in September.Record surplus and CBC intervention”September trade surplus surprised on the upside, widening to a record USD23.6bn (Bloomberg consensus: USD19.0bn) vs USD22.3bn in August. As a result, the surplus from January to September rose 61.9% yoy to USD160.6bn, which has already exceeded the full-year 2025…

The week in one sentence: Euro and Australian Dollar shorts deepened in the week to October 6, while Yen longs rebuilt. In addition, Coffee buying continued, and Gold exposure remained elevated despite another price decline.Euro net shorts deepenSpeculators turned more negative on the Euro (EUR), increasing the net exposure to around 99.3K contracts. EUR/USD navigated in the red, slipping back toward the 1.1260 region, so the market is confirming the positioning signal. Exposure is near the 1st percentile, and net positioning is near the 0th. Further price confirmation would strengthen the move; a reversal would argue that the flow is…