Macro & Central Bank Analysis

This article outlines a strategy for trading central bank FX intervention. It distinguishes between verbal and direct intervention methods.

This article outlines a strategy for trading central bank tapering and quantitative tightening (QT). It focuses on bond yields and spread trades.

This article outlines a strategy for trading central bank policy divergence. It focuses on carry trades and relative value plays in FX and fixed income.

This article details a strategy for trading central bank forward guidance. It focuses on discrepancies between central bank projections and market expectations.