Divergent Markets
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FX Weekly Update #4 - June 08, 2026
This week the macro tape delivered the sharpest single-session repricing of the cycle. The Japanese yen traded near 160…
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FX Weekly Update #3 - June 01, 2026
The week was dominated by a single macro regime shift: oil's collapse on US-Iran ceasefire progress. Global…
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FX Weekly Update #2 - May 25, 2026
The week delivered fresh damage to our rate-convergence positions. The Japanese yen slipped past 159 per dollar on Friday…
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FX Weekly Update #1 - May 19, 2026
Japan's Q1 GDP beat expectations this morning at an annualised 2.1% versus 1.7% forecast, giving the…
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FX Macro Brief - May 06, 2026
Japan fired its yen bazooka twice in a week — spending an estimated $65 billion in intervention after USD/JPY breached…
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