Contrarian Return of the Carry

Why Yen funding could be coming back on tap.

Sep 9

5

Fiscal Faultlines

UK debt woes aren't going anywhere.

Sep 4

11

August 2025

Le Spread is Back

Trading the French political fallout.

Aug 27

6

No One’s Hedging the Handshake

Assessing risk premia with Russia/Ukraine.

Aug 19

5

July 2025

Why The BoE Cut Twice To YE25

Recent inflation data shouldn't change the game.

Jul 29

6

Japan Election Risk in Focus

JGBs and JPY getting jittery.

Jul 14

7

EURUSD Next Up: 1.20

When the trend is your friend.

Jul 2

9

June 2025

Bypass The SNB, Stay Long CHF

Why bulls will look beyond Thursday's rate decision.

Jun 17

8

Expressing XAGUSD Higher

A further pop likely, along with longer-dated views.

Jun 10

8

Why SFIU5U6 Is The Place To Be

Adding a view based on Bailey's comments.

Jun 3

7

1

May 2025

TARF Tantrums

Explaining why the product causes headaches.

May 22

6

Central Bank Divergence

FX/Rates takeaways.

May 15

8