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Bypass The SNB, Stay Long CHF
Why bulls will look beyond Thursday's rate decision.
Jun 17
8
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Bypass The SNB, Stay Long CHF
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Expressing XAGUSD Higher
A further pop likely, along with longer-dated views.
Jun 10
8
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Expressing XAGUSD Higher
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Why SFIU5U6 Is The Place To Be
Adding a view based on Bailey's comments.
Jun 3
7
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Why SFIU5U6 Is The Place To Be
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May 2025
TARF Tantrums
Explaining why the product causes headaches.
May 22
6
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TARF Tantrums
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Central Bank Divergence
FX/Rates takeaways.
May 15
8
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Central Bank Divergence
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The Case For Z5Z6 Moving Lower
Kicking rate cuts into 2026.
May 6
7
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The Case For Z5Z6 Moving Lower
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April 2025
Impacts Of A Weak USD
From carry trades to corporate mishaps.
Apr 22
6
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Impacts Of A Weak USD
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CHF: The SNB Is In A Pickle
Stemming the appreciating Franc is harder than you think.
Apr 15
9
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CHF: The SNB Is In A Pickle
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FX Correlations In Focus
Currency matrix takeaways post tariff shock
Apr 8
6
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FX Correlations In Focus
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Liberation Day: FX Implications
Talking through USD, EUR and CAD reactions.
Apr 1
11
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Liberation Day: FX Implications
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March 2025
FX Hedges For April Showers
Ideas for relief rallies, OIS repricing and CAD tariffs.
Mar 25
8
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FX Hedges For April Showers
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The Pain Trade
Why the pop in U.S. equities can't help the falling DXY.
Mar 18
7
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The Pain Trade
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