2025.08.29 Chartstorm
Growth is strong and you're dovish?
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2025.08.25 Weekly
“Markets are just positions” ‘X’ has been very busy dissecting and opining on Powell’s Jackson Hole speech this weekend, and what stood out to me in particular is the many views that pointed to the price action to substantiate their view. We believe this is wrong without understanding the
2025.08.22 Chartstorm
Plenty of mixed signals...
2025.08.19 FX Strategy
Big picture trade ideas I explore potential themes and tactical opportunities around the major (except JPY and CHF) over the coming weeks, and hopefully the months ahead should some of those views take shape.
2025.08.18 Weekly
Fed is stuck, but so are vols It’s Jackson Hole this week – usually a time when we hear policy signals and though unlikely this time, and considering how the market is priced, fading the extremes is probably not a bad strategy this week on both ends of the USD