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.

More from the Spectra Markets Library

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am/FX

What is USDJPY?

USDJPY is generally a US yields trade, but it’s got some weird energy these days.

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friday speedrun
Friday Speedrun

Wake me up when September ends

Low volatility is the big story, despite wacky and wonky pockets of vol here and there. Wake me up after the election (when September ends).

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subscriber
am/FX

10 to 15 Days

Prior 2%+ counterintuitive reactions to CPI had a 10-to-15-day half-life as they signaled exhaustion in either direction four out of four times. Also: The MOF is getting fancier.

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