FX
Discussion List
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Exchange Week Ahead: Mon Aug 16 - Fri Aug 20https://vimeo.com/587630433Mon Aug 16 Japan GDP China: Retail Sales, Industrial Production, Unemployment Rate 13-F filings deadline for quarter ending June 30 CME Major FX pairs futures expiry Tues Aug 17 RBA Minutes Fed Powell Virtual Town Hall US Retail sales Earnings: Walmart, Home Depot Wed Aug 18 RBNZ Rate Policy Euro Area CPI UK CPI Canada CPI FOMC Minutes Earnings: Target, TJX, NVDA *Aug VIX futures expiry (see → SPX (quick) Sell Off on Wed 8/18 - Thurs 8/19 ) Thurs Au…
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Ask Me Anything, With John Floyd.We recently interviewed John Floyd, head of macro strategies at Record Currency Management, where John explains his macro strategies for trading currencies and insights into the bond market. Floyd walks through macro indicators that he watches to inform his trades and develop his variant perception. These data points have led Floyd to become bearish on the dollar relative to the yen. He also sees slowing economic growth, tensions between Northern and Southern Europe, and rising delta variant … -
Exchanging Lanes: Episode 3https://vimeo.com/575952786In this episode: •Brand new used cars •The Brad Breakfast Index •The Other “Chip” Shortage •Pics from the Road - pipes, glass, Tesla juice Please us know what you’re seeing out there too - related to any of the above or not! And as always - thank you for your feedback and participation! (By the way, while @Brad S is wearing his “Irresponsibly Long” tshirt, I’m wearing my Japanese version I had made - “Irresponsible Buy & Hold” to be exact) Previous Episod…
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The Exchange Week Ahead: July 12 - 16Headlines | Markets | Upcoming Macro Data Schedule | Central Banks Schedule | Earnings This Week on Real Vision: Real Vision NFT Week Kicks Off: Free One Week Crash Course from Real Vision Crypto ← (click here) Headlines (that I’m watching): •🇹🇼As if the semis shortage isn’t bad enough, Taiwan’s TSMC (world’s beating heart of semiconductor production) now under threat of potential COVID breakout. •🇯🇵BOJ to consider buying “green bonds” alongside other Asia central banks, according to BOJ…
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Weekly Roundup + Global Markets Review: USD & FX, USTs, Equities, Options & Quarter Expiry, Gold ...https://vimeo.com/565456248Not my typical weekly roundup at all ↑ Markets Reviewed / Examined & Explained In this note- market related matters from the week: •Global Central Banks •Geopolitical Risk •”The Dollar” / the yen, FX •UST yields •Gold & crypto •June quarterly options expiry/meme calls I was going to discuss markets on RVDB Thurs but didn’t make it on. Not every day is a markets discussion day- but day after FOMC certainly was. We saw some major moves that had left…
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If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Us...If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Use names & “@“ tag. Also feel free to write what / why (i.e. @Moritz Heiden - want to know how quants look at markets- tickers? Charts? Lines of code? @Matt Daniell to learn how to develop a bulletproof daily process and stay disciplined to it.)
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Cool post on the Chinese RemnibiInteresting read on the Chinese currency https://chinapower.csis.org/china-renminbi-rmb-internationalization/ Comes with a nice visualization.
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Exchange Traded Fun: Spending BTC in TokyoHere is a weekend “educational“ (stupid) video on how to spend BTC in Japan (where BTC has been legal means of payment for some time now), WHY I would spend BTC vs fiat in the first place (in trivial amounts), and my general/everyday causing mischief around Tokyo. Originally recorded Sun 4/18 (few hours after BTC mini crash). https://vimeo.com/543960066Also- thank you all for the birthday wishes!
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Position Sizing as EdgeWhat I have found through my experience is that edge is quantifiable and the best investors and traders in the world understand their edge. To new and intermediate level players their edge is illusive and undefinable. The greatest edge one can gain is in the realm of position sizing. This is 80% of my edge in markets. The Van Tharp concept of R-multiples will change your trading and level you up. -
For those Interested in understanding the history of custody and "what is a euro bond/ dollar", I...The Quick explainer for Eurobonds is this: Eurobonds were introduced to the financial markets in the early 1960s with the launch of internationally distributed and mainly US dollar-denominated bonds. Originating as an offshore market, and not subject to the exclusive regulation of one government or group of governments, Eurosecurities initially benefited from the exploitation of inefficiencies in individual domestic markets. The introduction, in 1963, of the Interest Equalisation Tax in the…
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This Turkey story never ends;@Weston Nakamura any Turks on the exchange?
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Content Request, Can RV do a video/interview on the ECO currency (proposed common currency of a b...I wonder what the state of affairs is with the decoupling of the CFA currency and creating the common African currency. Like, I had no Idea France controlled the central banks is Africa like this: On 20 May 2020, the Council of Ministers of the French Republic adopted a bill according to which the Central Bank of West African States, the central bank managing the currency of the eight nations of the West African Economic and Monetary Union which use the West African CFA franc, will no lo…
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Hi all, Have been lurking around for a bit on the exchange enjoying some of ideas floating around...Hi all, Have been lurking around for a bit on the exchange enjoying some of ideas floating around. Decided to finally tap into this vast pool of experience. I am a novice institutional EMFX option trader seeking some guidance from experienced institutional options traders around. If you can help or know someone who can, please do let me know. -
The Discourse: Seahyung Park“When Genius Fails Trades” Episode 3: ★ Special Episode ★ @Seahyung Park and Weston unveil the Exchange‘s new TRADE IDEA FEATURE (live now), as they discuss how to trade the BOJ debt monetization. Enough with theories - WHAT’S the trade?? •A look into Seahyung’s brilliant mind and framework, and horrible trading record •Constructing a trade from theory: BOJ Debt Monetization → USDJPY strangle (options strategy breakdown) •Healthy Disagreements •Tips for Trade Ideas https://vimeo.com/4920…