USD/JPY surge: 38 bps of tightening priced in
The Fed dot plot now signals 38 bps of tightening. I break down why USD/JPY volatility is just starting and where sellers step in.
Sofia Mendes
12 min readFederal
Sofia Mendes
12 min read
Fed rate policy: Warsh's dovish rhetoric trap
Traders price 20 basis points of hikes while the Fed holds at 3.65%. I analyze Warsh's dovish rhetoric masking this rigid stance.
Sofia Mendes
10 min read
Fed rate hike odds shift as Warsh targets 3.8%
Warsh pushes rates to 3.8% while J.P. Morgan flags a 35% recession chance. We decode what this split means for your EM pairs.
Vikram Nair
15 min read