Research Dashboard

Classic risk-on tape; commodity tape and BoJ policy define direction together.

Antipodean policy gap drives directional moves; mean-reverting on commodity correlation.

Relative growth, trade flow, and carry unwind keep the fundamental bias short AUD/USD.

Energy-vs-yield cross; tracks WTI and BoJ rhetoric jointly.

Safe-haven differential; flows-driven more than yield-driven.

Reserve-currency vs commodity beta; reads as risk-off proxy when AUD softens.

Reserve vs energy beta; correlated with risk-on / commodity tape.

SNB tolerates a stronger franc on safe-haven flows; ECB cutting cycle frames a range.

ECB-BoE policy gap and UK services inflation define the range; both sides intervene with rhetoric.

Reads as risk-on proxy; widening ECB-BoJ differential keeps a structural bid, intervention caps the top.

Dollar relative strength is still relevant, but entry timing needs macro confirmation.

UK rate path vs Australian commodity tape; trades wider than EUR/AUD.

Highest-vol yen cross — carry-friendly but exposed to BoJ policy surprises.

Sticky UK inflation against a firm dollar leaves the pair two-sided pending data.

Carry-sensitive cross; RBNZ-BoJ rate gap is the structural driver.

Soft NZ growth and dairy terms-of-trade vs a firm USD; range-bound pending RBNZ.

Energy terms-of-trade and rate spreads frame a range; no directional edge yet.

SNB sight-deposit policy and safe-haven flows dominate; watch the SNB statement track.

Policy-normalization risk in Japan caps the carry; watch for intervention zones.