Search research

Search articles by title, tag, category, author, or content.

Sign inGet started

Foundations of Currency Markets

A 3-part series.

  1. A structural introduction to the forces behind exchange-rate movement — rate differentials, capital flows, trade balances, and positioning.
  2. How to interpret scheduled economic releases — impact ratings, forecast versus actual, revisions, and why the reaction often contradicts the number.
  3. Mandates, reaction functions, forward guidance, and how to read a central bank statement for what it changes rather than what it says.