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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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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Steno Signals #202 – Peak WW3 Fears Return!
Over the weekend, oil traders dusted off their Strait of Hormuz crisis playbooks—and once again, they overplayed their hand. Saturday’s U.S....
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The Drill: Commodities post Trump election
The Drill: Could nuclear be the next Trump bet? This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has...
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Positioning Watch – How Is Positioning Looking Ahead of the Election?
Hello everyone, and welcome back to our weekly positioning update. The center of attention currently is the ongoing rise in both US and UK yields,...
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