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...
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Actinver Research - Mexican Peso Trading
The Bank for International Settlements’ (BIS) triennial survey highlights the continued expansion of global foreign exchange activity.
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Five Regimes, One Reaction Function-Â What the Dollar and G10 Have Traded on in 2026
The dollar traded one macro factor all year with an unchanged sensitivity; though underlying drivers shifted In G10, four currencies traded beyond...
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Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 1 August 2025
Both the Federal Reserve and Bank of Japan kept interest rates steady, despite inflationary pressures The U.S. faces rising debt servicing...
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Steno Signals #194 – A Mar-a-Lago Accord- or Meltdown?
Happy Monday and welcome to my weekly editorial on everything macro. Everyone’s talking about the USD meltdown and whether it marks a seismic...
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