• Dollar distress ahead of Fed Day

    Dollar distress ahead of Fed Day

    Dollar distress ahead of Fed Day. Dollar distress, euro excess. GST measures to complicate near-term cut hopes.

  • Soft US Dollar pushes LatAm higher

    Soft US Dollar pushes LatAm higher

    LatAm Alpha crushes global benchmarks. Capitalizing on broad USD weakness. Trading near 4-month high.

  • USD selling pressure mounts

    USD selling pressure mounts

    Carney’s China gambit baits Trump. Still lagging the majors. Two headwinds, one amplifier.

  • Back to macro

    Back to macro

    Positioning into the FOMC. Retail resilience. Still no break from 1.17.

  • Diminishing returns

    Diminishing returns

    Diminishing returns. A courageous stroke of geo-economic arbitrage. Sterling’s bounce meets macro reality.

  • Dollar stumbles as trade risks multiply

    Dollar stumbles as trade risks multiply

    Dollar stumbles as trade risks multiply. Still clouded by tariffs. LatAm as tariff hedge?