Global FX Volatility Outlook 2026
Mira and the macro crew provided a positive outlook on carry and risk for the first half of 2026, predicting contained FX vols, low central bank...
324 Views
Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets
Ayako Takashi advocates for responsible expansionary fiscal policy focused on income distribution, leading to concerns about fiscal dominance and...
537 Views
Global FX Derivatives: Thin Cushion. A Slippery Slope from Calm to Uncertainty
For the next month and a half, FX volumes are expected to remain steady before a possible increase in late Q3, with dollar performance likely to...
695 Views
Global FX: Mid-Year Outlook - Tell me something new
The decoupling of the dollar view from US rates and equities is expected, with a focus on Japan flows and the upcoming upper house election...
255 Views
Global FX & Global Rates: Term premia rising: implications for rates and FX
In the global derivatives markets, steepening yield curves and increasing term premiums are causing concerns over supply demand imbalances,...
215 Views