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Capital Flow

Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.

TSO / High confidence

Canada’s inflation rate rose to 2.4% in March, with gasoline prices up a record 21.2% month over month

Statistics Canada said Canada’s annual inflation rate climbed to 2.4% in March, while monthly prices rose 0.9%. Consistent sources point to higher oil and fuel costs triggered by the Iran war as the main driver, with gasoline prices jumping 21.2% from the previous month to a record level; food inflation was also mentioned in the summary, but no specific figures were provided in the available sources.

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TSO / High confidence

After Safe-Haven Buying Fades in the U.S.-Iran Conflict, the Dollar Gives Back Most of Its Gains as Markets Still Assess the “Geopolitical Risk Premium”

According to three Reuters reports, the dollar index surged on safe-haven demand after the U.S.-Iran conflict broke out, then gave back most of those gains as ceasefire expectations and hopes for a new round of Iran talks intensified. All three sources point to the same main line: the dollar, boosted earlier by geopolitical tensions, has clearly lost part of its war premium; but on whether it will weaken further, the sources only show that markets are still assessing the situation and do not offer a unified conclusion.

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