FX
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USD/JPY’s Break Below 158.45 Puts 148 Back in Play (September 2026)
G10 FX · Yen Repricing The yen’s sharp rally is not simply a technical correction. A…
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Cross-Currency Basis: Why FX Hedges Reshape Global Bond Value (September 2026)
Global Fixed Income · Currency Hedging European sovereign spreads, Japanese dollar funding needs and the maturity…
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US Dollar Risk Is Shifting From Treasuries to Equities (September 2026)
Macro Cross-Asset · Dollar Capital Flows Foreign capital is moving away from US sovereign debt and…
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Jackson Hole 2026: FX Volatility Matters More Than Direction
Macro Events · Central Bank Communication The keynote can trigger a sharp currency move, but history…