Macroeconomics
Real yields, central bank policy, inflation regimes and how macro flows shape FX.
Macro Regimes and FX
Risk-on, risk-off, dollar liquidity and how rate differentials shape currency direction across the cycle.
12 min readCentral Bank Policy and Real Yields
Why nominal yields lie. How real yields, terminal rates and policy expectations move FX in practice.
9 min readReading the Economic Calendar
What to actually watch on a calendar — and why most prints are noise unless they shift policy expectations.