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Brainstorms: FX Threads and OPEX

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Brainstorms: FX Threads and OPEX

Two Quick Thoughts:

Capital Flows
Jun 12, 2023
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Brainstorms: FX Threads and OPEX

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Hey everyone,

Several quick thoughts:

First, I did two FX threads breaking down some ideas on the dollar against several of the major G7 currencies:

JPM FX: https://twitter.com/Globalflows/status/1668086821472075776

FX Thoughts: https://twitter.com/Globalflows/status/1668063692838293505

Second, a reminder that we have a ton of catalysts this week including OPEX. Watching options flow this week will be key:

Final thought:

The two things I continue to keep in mind in this environment:

  • Keep your seat at the table (a thought

    Jaymes Rosenthal | Trading & Investing Psychology
    has been producing some great content on!)

  • Always let the game come to you. Never chase.

I can’t tell you how many times I get entire trade setups together and never execute on them simply because the price action isn’t optimal for the view I have in mind. It’s always easy to lose money when you are chasing.

Here is the most recent macro write-up going over my thoughts for this week:

Macro Report/Insights: FOMC, Rates and FX

Capital Flows
·
Jun 11
Macro Report/Insights: FOMC, Rates and FX

Hello everyone, There are so many important things happening this week that I felt it was necessary to put together some extended thoughts for you. Summary of article: Big picture Events this week Extended report on bonds, credit risk, and identifying a top in equities

Read full story

Thanks for reading!

— In the information age, you simply need to be at the right place, at the right time, with the right information to succeed

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Brainstorms: FX Threads and OPEX

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