FO Research / fx
fx
research.
All FO Research reports filed under fx.
3 reports
3 reports filed under fx
The Carry Trade Explained: Mechanics, Risk and the Yen Unwind
The Dollar, Decoded: the DXY, Rate Differentials and the Dollar Smile
FO Analysis: Six Pillars. One Regime.
FO Analysis: Six Pillars. One Regime.
The shorthand: April core PCE 3.3% on the year, the 30-year sitting on 5%, the front end pricing relief the long end will not ratify, Brent back through 93, USD/JPY 159, semis a record share of the S&P, and credit spreads 272bp tight. Six pillars active, one regime.