COT positioning, carry trades, central bank rates and FX mechanics
Forex
+1
Aug 17, 2026
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3 min read
The US and Japan just ran their first joint yen intervention since 1998. Bitcoin's actual correlation data this month broke from the story everyone assumed.
Macro
+2
Jul 20, 2026
GBP net short just hit a record. The CFTC publishes three different COT reports, and most traders read the wrong one for currencies.
