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    Currencies

    As Fed meets, hedge funds buy ‘lottery’ FX options trades

    Hedge funds are reloading their short dollar bets – with a few new twists – ahead of US Federal Reserve chairman Jerome Powell’s...

    Trump’s FX impact: a tale of two terms

    One question we’ve been discussing on the...

    Elizabeth McCaul on supervision, new macro-dynamics and investing in suptech

    Former ECB Supervisory Board member speaks about Covid-19 and Credit Suisse shocks, regulation debates, the rise of non-banks and what makes tech projects...

    Hedge before the fix to avoid predatory traders – research

    It’s a known but unproven assumption that predatory trading during the 4pm London time fixing window for benchmark currency rates – mostly from...

    Turn of the skew: FX options dealers balance fragile market

    Macro hedge funds like Rokos Capital Management...

    Taco trades or fake news fatigue

    Fool me once, shame on you. Fool me twice, shame on me. It’s a maxim on many traders’ minds as they try to gauge...

    How FX traders searched for the light amid tariff turmoil

    In the first half of 2025, the combination of US tariff announcements and fiscal and monetary policy uncertainty led to volatility in foreign...

    Japan election result sours hedge funds’ yen options bets

    Hedge funds that bet the yen would materially weaken following last weekend’s Japanese election were left disappointed after prime minister Shigeru Ishiba announced...

    From fringe to forecast: why bitcoin now moves like a currency

    For years, bitcoin was seen as a speculative outlier: volatile, loosely regulated, and detached from the macroeconomic fundamentals that drive traditional asset classes....

    Mutual funds were USD bulls going into April’s tariff chaos

    US mutual funds and exchange-traded funds went into April’s tariff turmoil holding the highest net long US dollar position in recent years.According to...