Currencies
Yen Ready To Rally: Short EUR/JPY Now, USD/JPY Later…
MacroQuant is recommending that equity investors keep their finger near the eject button but avoid pressing it for now. The model is warming up to the dollar again and sees scope for oil prices to rise.
The yen’s discount, surplus, and rising real rates line up for a multi-quarter surge. Find out why EUR/JPY is the first short and when USD/JPY follows.
Immediate Risk To Trump’s Ceasefires And Trade Deals…
EUR/USD Breaks Down, Near-Term Setup Still Fragile…
EUR/JPY: BCA’s Emerging Consensus Short…
US-EU Trade Deal Lifts Uncertainty, Not Tariff Pressure…
We apply a systematic approach to investing based on economic, inflation, and monetary policy surprises to the foreign exchange market. The signals from this framework are broadly consistent with the tactical views of our FX strategists, which anticipate a pause in the USD’s decline and a partial reversal of the recent euro strength.
Evaluating The Track Record Of Home Bias…
The Strategic Long Euro Trade…