Capital Flows

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Trade Write-Ups

Trade Write-Up: FX, FOMC, and Real Purchasing Power

Trade opportunities into FOMC

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Capital Flows
Sep 17, 2025
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Trade Write-Up: FX and Interest Rates

I am going to be building on the ideas laid out here. Please review this for the trade idea below.

Macro Reports

Macro Report: Credit Cycle Trades

Capital Flows
·
Sep 13
Macro Report: Credit Cycle Trades

Macro Report: Credit Cycle Trades

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I laid out the initial logic of the dollar in the credit cycle report (link). We have seen a rally in EURUSD in confluence with the logic I laid out last week.

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