MACRO / G10 CURRENCIES / MARKET PRICING
See the forces beneath the move
Clear, independent FX research on what markets are pricing, what has changed, and what could challenge the prevailing view.
FUNDAMENTALS IN FOCUS
Find your market perspective
THE WORK
Research with
context
From a weekly currency map to the data release that changes it.
From data to decision: how the research is built
Pricing, marginal evidence, cross-market confirmation and invalidation.
US Dollar faces further pressure as soft data weaken Fed hike case
A historical example of a data-led weekly outlook.
THE FRAMEWORK
Beyond the headline
What was priced?
Start with market expectations and the question the release actually answers.
What changed?
Separate the new information from the first reaction. Check rates, currencies and related markets.
What would invalidate it?
Set out the next catalysts and the evidence that would weaken or overturn the view.
THE RESEARCH DESK
Closer to the research
Follow the currency outlooks, understand the daily market developments and explore the reasoning behind each trade thesis.