Global FX: Weeks where decades happen
Carry models have seen drawdowns of 10% erasing YTD gains, central banks cutting rates have diminished the appeal of carry trading, and the Bank of...
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Steno Signals #112 – Liquidity is BOTTOMING
Happy Sunday, folks!I hope you’ve enjoyed the weekend. After a bizarre week, starting with the rug-pulling in Japan on Monday morning, it was time...
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Macro Regime Indicator: Liquidity is Starting to Improve
Welcome back to our monthly regime update, sharing insights from our data hub on cross-asset returns in different regimes. Coming into July, we...
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Positioning Watch: Are we back to square one?
Welcome back to the weekly positioning watch. What a week it has been so far! The recession narrative has slowly but surely vanished from global...
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Dollar Swings Lower As Recession Risks Pervade; JPY Surges
The past week saw unprecedented volatility across global markets, with forex markets shaken by BoJ's rate hike. FX options signal counterintuitive...
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