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Central Bank Divergence
FX/Rates takeaways.
14 hrs ago
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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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EUR/GBP In The Danger Corridor
Assessing the direction from here.
Mar 4
5
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EUR/GBP In The Danger Corridor
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February 2025
USD/JPY: The Next Move
Why we're targeting a break back towards 140.
Feb 25
7
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USD/JPY: The Next Move
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German Election Cheatsheet
Latest polling, AfD risks and trade ideas.
Feb 18
5
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German Election Cheatsheet
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CAD: Exploring Tariff Implications
Looking beyond the intraday knee-jerk moves.
Feb 11
6
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CAD: Exploring Tariff Implications
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