podcasts

Animal Spirits Running Loose

This week we discuss USD weakness, the center of the USD smile, the ipmortance of the March 12 CPI release, the BOJ and much, much more.

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Bits and pieces

A Friday mélange that touches on the USD and the psychology of willpower

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Bullish EURUSD with modest ambition

I think EURUSD will bottom around here, but topside targets should be conservative.

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highlights
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34 trading days left in 2026

Taking a look at the state of U.S. macro

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