FX Snapshot - USD Squeeze May Extend in the Short Run
This week’s Fed and ECB policy decisions resulted in as expected rate hikes in both cases. The USD wobbled Wednesday even as the Fed tightened and...
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FX Daily - USD Slips Ahead of the Fed
FX Market Update —The Fed is widely expected to tighten 25bps today, taking the Fed funds target rate to 5.50%, but markets will be more intently...
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EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Steno Signals #65 – The 4 things that worries me the most in global macro right now
I have four major worries around the current macro setup. The long consensus in bond positioning is worrisome paired with rising energy prices
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FX Watch: Everything that Matters for EUR/USD Is Natural Gas
We have been trying to trade the EURUSD on the short side a few times over the past 1-2 months with mixed results. Our fundamental story has been...
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