Notes from
the trading floor.
Market analysis, commentary and research from our trading desk and partners.

The Yen Carry Trade Is Quietly Rebuilding
Jun 21
Crypto's Correlation Break: BTC vs the Nasdaq in 2026
Jun 20
Why the Dollar's Next Move Starts in Frankfurt, Not Washington
Jun 19
Why the Brent–WTI Spread Is the Trade Few Are Watching
Jun 18
The Volatility Trap: Three Setups Professional Traders Avoid
Jun 17
Gold at $2,400 — Momentum or Top? Reading the COT Report
Jun 15News
Blog
Research Reports
PDF downloads
Q3 2026 Global Macro Outlook
Our 28-page deep dive into central bank trajectories, the dollar cycle, and the asset classes positioned to outperform through Q3 2026.
Jun 2026

MENA FX Quarterly: Dollar Dominance & Oil Crosscurrents
A regional currency report covering AED, SAR, EGP and the trade-weighted dollar, with positioning ideas for MENA-based traders.
May 2026

Gold in 2026: Safe-Haven Demand vs Real Yields
How structural central-bank buying, real-yield dynamics and ETF flows are reshaping the gold thesis for the year ahead.
Apr 2026
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