$CADUSD

The latest Canadian jobs report came in hotter than anticipated, yet $CADUSD isn't seeing the sustained upside I might have expected. It feels like the market is still very much focused on the broader USD strength narrative, even with divergent data points like these. I'm keeping $USDCAD on the watchlist but leaning towards fading any significant dips in it for now, rather than betting on CAD strength.

Watching the Nikkei performance closely. Despite the JPY showing some persistent weakness, especially given the recent CPI prints, the Nikkei has managed to hold its ground remarkably well. The yen's move hasn't fully translated into the expected boost for exporters, yet domestic demand seems to be providing underlying support. My watchlist is focused on identifying any rotational shifts within sectors that could benefit from this internal resilience, perhaps domestic-facing industrials or consumer discretionary names if inflation doesn't eat too much into purchasing power. $LUNA, $CADUSD are on the periphery, but the primary focus remains on Tokyo's internal dynamics. Curious to see if this trend holds or if a stronger global macro signal eventually pulls it one way or another.