Foreign Exchange
Mind the Cycle: From Macro Shifts to Portfolio Plays
Markets move on change, not levels. Spot shifts in growth, inflation, and liquidity early to stay ahead of the global cycle.
Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs
Tokenized money market funds promise faster settlement and flexibility but face hurdles in scale, regulation, interoperability, and true market adoption.
Blockchain in FX and Remittances: From Pilot to Portfolio Impact
From tokenized FX trades to stablecoin transfers, blockchain’s shift from pilot to practice is changing how capital moves across borders.
How the Trajectory of Asset Prices Can Predict FX Movements
Can the shape of market moves predict FX stress? This post explores a new path-based approach to forecast volatility and manage currency risk.
Currency Coordination Looks Riskier Today
This post examines the potential consequences of coordinated dollar depreciation today -- from FX volatility and insurance risk to broader macroeconomic impacts.