https://fxmacrowire.com/wire/g10-central-bank-rate-divergence-ois-spreads-2026 FXMacro Wire en 2026-11-14T19:24:25.915Z G10 Central Bank Policy Divergence & Two-Year OIS Spreads: 2026 Foreign Exchange Guide https://fxmacrowire.com/wire/cross-currency-swap-basis-fed-swap-lines-usd-guide FXMacro Wire en 2026-11-14T19:22:25.915Z Cross-Currency Swap Basis, Fed Swap Lines & Global Dollar Funding Guide (2026) https://fxmacrowire.com/wire/imf-cofer-reserves-sterilized-fx-intervention-guide FXMacro Wire en 2026-11-14T19:20:25.915Z IMF COFER Reserves, Sterilized FX Intervention & Sovereign Gold Guide (2026) https://fxmacrowire.com/wire/em-fx-carry-commodity-terms-of-trade-reer-guide-2026 FXMacro Wire en 2026-11-14T19:18:25.915Z Emerging-Market FX Carry, Commodity Terms of Trade & REER Valuation Guide (2026) https://fxmacrowire.com/wire/safe-haven-fx-beta-niip-balance-of-payments-guide FXMacro Wire en 2026-11-14T19:16:25.915Z G10 Safe-Haven FX Beta, NIIP & Balance-of-Payments Capital Flow Guide (2026) https://fxmacrowire.com/wire/eurusd-two-year-estr-sofr-ois-spread-elasticity FXMacro Wire en 2026-11-14T17:05:25.915Z EUR/USD Two-Year ESTR-SOFR OIS Spread Elasticity Across Macro Regimes https://fxmacrowire.com/wire/nikkei-225-gains-0-53-amid-yen-pressure-and-tech-volatility FXMacro Wire en 2026-11-14T16:45:42.077Z Nikkei 225 gains 0.53% as yen pressure and tech volatility shape Friday trade - ad-hoc-news.de https://fxmacrowire.com/wire/ecb-tpi-btp-bund-fragmentation-spread-euro-fx FXMacro Wire en 2026-11-14T16:40:25.915Z ECB Transmission Protection Instrument, BTP-Bund Spreads & Euro FX Risk https://fxmacrowire.com/wire/bank-of-england-singapore-thailand-advance-cross-border-fx-settlement FXMacro Wire en 2026-11-14T16:35:20.105Z Bank of England, Singapore and Thailand Advance Cross-Border FX Settlement Ahead of 2028 Rollout - CoinGape https://fxmacrowire.com/wire/project-meridian-fx-apac-technical-report-bank-of-england FXMacro Wire en 2026-11-14T16:25:58.221Z Project Meridian FX APAC: Technical Report - Bank of England https://fxmacrowire.com/wire/project-meridian-fx-apac-executive-summary-bank-of-england FXMacro Wire en 2026-11-14T16:16:31.509Z Project Meridian FX APAC: Executive summary and introduction - Bank of England https://fxmacrowire.com/wire/boe-active-gilt-sales-qt-sonia-curve-gbpusd-carry FXMacro Wire en 2026-11-14T16:15:25.915Z Bank of England Active Gilt Sales, SONIA Curve Steepening & GBP/USD Carry https://fxmacrowire.com/wire/usdjpy-sofr-tona-hedge-cost-boj-normalization FXMacro Wire en 2026-11-14T15:50:25.915Z USD/JPY SOFR-TONA Hedging Costs & Bank of Japan Policy Normalization https://fxmacrowire.com/wire/audusd-rba-cash-rate-iron-ore-yield-differential FXMacro Wire en 2026-11-14T15:25:25.915Z AUD/USD, RBA 3.85% Cash Rate Target & Iron Ore Terms-of-Trade Spreads https://fxmacrowire.com/wire/usdcad-boc-corra-sofr-overnight-repo-divergence FXMacro Wire en 2026-11-14T15:00:25.915Z USD/CAD, Bank of Canada CORRA 3.00% Target & SOFR Repo Divergence https://fxmacrowire.com/wire/audnzd-rba-versus-rbnz-terminal-ocr-rate-spreads FXMacro Wire en 2026-11-14T14:35:25.915Z AUD/NZD Cross-Tasman Divergence: RBA Cash Rate vs RBNZ OCR Cutting Velocity https://fxmacrowire.com/wire/noksek-norges-bank-riksbank-scandi-fx-divergence FXMacro Wire en 2026-11-14T14:10:25.915Z NOK/SEK Policy Divergence: Norges Bank vs Riksbank +100 bps Scandi Spread https://fxmacrowire.com/wire/eurjpy-synthetic-cross-rate-ecb-boj-sovereign-gap FXMacro Wire en 2026-11-14T13:45:25.915Z EUR/JPY Synthetic Cross-Rate & Eurozone-Japan Sovereign Yield Spreads https://fxmacrowire.com/wire/taylor-rule-fx-fair-value-gaps-g10-mean-reversion FXMacro Wire en 2026-11-14T13:20:25.915Z Inertial Taylor-Rule FX Fair-Value Gaps & G10 Exchange Rate Mean Reversion https://fxmacrowire.com/wire/fomc-dot-plot-neutral-r-star-drift-dxy-dollar-beta FXMacro Wire en 2026-11-14T12:55:25.915Z FOMC Dot-Plot Neutral r-Star Drift & ICE U.S. Dollar Index (DXY) Beta https://fxmacrowire.com/wire/eurozone-inflation-remains-stubbornly-high-amid-ecb-rate-hike FXMacro Wire en 2026-11-14T12:38:09.908Z Eurozone inflation remains stubbornly high as ECB prepares another rate hike - Knews, Kathimerini https://fxmacrowire.com/wire/lagarde-early-exit-ecb-climate-agenda-at-crossroads FXMacro Wire en 2026-11-14T12:31:22.597Z Lagarde’s early exit puts ECB climate agenda at a crossroads - Green Central Banking https://fxmacrowire.com/wire/snb-zero-rate-floor-saron-estr-spread-eurchf-cap FXMacro Wire en 2026-11-14T12:30:25.915Z Swiss National Bank 0.00% Rate Floor, SARON-ESTR Spreads & EUR/CHF Caps https://fxmacrowire.com/wire/3-eurozone-bank-stocks-to-watch-after-ecb-rate-cuts FXMacro Wire en 2026-11-14T12:23:55.007Z 3 Eurozone Bank Stocks to Watch If ECB Rate Cuts Change Margins - Simply Wall St https://fxmacrowire.com/wire/ecb-sleijpen-cut-fossil-fuel-dependency-curb-inflation FXMacro Wire en 2026-11-14T12:16:42.064Z Cutting fossil fuel dependency could help curb inflation, says ECB’s Sleijpen - Green Central Banking https://fxmacrowire.com/wire/gbpeur-sonia-estr-spread-uk-services-wage-stickiness FXMacro Wire en 2026-11-14T12:05:25.915Z GBP/EUR +125 bps SONIA-ESTR Spread & UK Services Wage Persistence https://fxmacrowire.com/wire/boj-rinban-jgb-tapering-yield-curve-yen-convexity FXMacro Wire en 2026-11-14T11:40:25.915Z Bank of Japan JGB Rinban Tapering, Yield Curve Steepening & Yen Convexity https://fxmacrowire.com/wire/us-treasury-yen-intervention-july-forex-move FXMacro Wire en 2026-11-14T11:39:56.235Z US Treasury bought nearly $500mn in yen during joint July forex intervention - Nikkei Asia https://fxmacrowire.com/wire/ecb-corridor-narrowing-estr-excess-liquidity-euro FXMacro Wire en 2026-11-14T11:15:25.915Z ECB 15 bps Operational Corridor Narrowing, ESTR Excess Liquidity & Euro FX https://fxmacrowire.com/wire/shadow-short-rate-qt-equivalent-hikes-g10-spot-fx FXMacro Wire en 2026-11-14T10:50:25.915Z Shadow Short Rates & Quantitative Tightening Hike Equivalents in G10 Spot FX https://fxmacrowire.com/wire/central-bank-meeting-day-intraday-fx-vol-weights FXMacro Wire en 2026-11-14T10:25:25.915Z Central Bank Meeting-Day Intraday FX Event Volatility & Term-Structure Weights https://fxmacrowire.com/wire/state-contingent-forward-guidance-ois-fx-pass-through FXMacro Wire en 2026-11-14T10:00:25.915Z State-Contingent vs Calendar Forward Guidance: OIS Volatility & FX Pass-Through https://fxmacrowire.com/wire/mifid-ii-otc-fx-liquidity-central-bank-rate-decisions FXMacro Wire en 2026-11-14T09:35:25.915Z MiFID II OTC FX Liquidity & Execution Slippage Around Central Bank Decisions https://fxmacrowire.com/wire/eurusd-three-month-xccy-basis-gsib-turn-dressing FXMacro Wire en 2026-11-14T09:10:25.915Z EUR/USD 3-Month XCCY Basis & G-SIB Year-End Balance-Sheet Window Dressing https://fxmacrowire.com/wire/five-year-g10-xccy-basis-yankee-bond-issuance-arb FXMacro Wire en 2026-11-14T08:45:25.915Z 5-Year G10 Cross-Currency Basis & Corporate Yankee vs Reverse-Yankee Arbitrage https://fxmacrowire.com/wire/fed-c7-standing-dollar-swap-lines-ois-25bps-ceiling FXMacro Wire en 2026-11-14T08:20:25.915Z Federal Reserve C7 Standing Dollar Swap Lines: OIS + 25 bps Ceiling Mechanics https://fxmacrowire.com/wire/bis-offshore-dollar-fx-swap-debt-rollover-stress FXMacro Wire en 2026-11-14T07:55:25.915Z BIS Offshore Dollar FX Swap Debt & Non-Bank Rollover Stress Mechanics https://fxmacrowire.com/wire/usdjpy-tona-sofr-xccy-basis-japanese-bank-hedging FXMacro Wire en 2026-11-14T07:30:25.915Z USD/JPY TONA-SOFR XCCY Basis & Japanese Megabank Dollar Funding https://fxmacrowire.com/wire/covered-interest-parity-basel-leverage-shadow-cost FXMacro Wire en 2026-11-14T07:05:25.915Z Covered Interest Parity Deviations & Basel III Leverage Ratio Shadow Costs https://fxmacrowire.com/wire/yankee-cd-commercial-paper-fx-swap-funding-spreads FXMacro Wire en 2026-11-14T06:40:25.915Z Yankee CDs, Commercial Paper & US Money-Market Fund FX Swap Spreads https://fxmacrowire.com/wire/ny-fed-fima-repo-versus-central-bank-fx-swap-lines FXMacro Wire en 2026-11-14T06:15:25.915Z NY Fed FIMA Repo Facility vs Central Bank FX Swap Lines: Sovereign USD Plumbing https://fxmacrowire.com/wire/cls-pvp-settlement-cutoffs-t1-fx-swap-liquidity FXMacro Wire en 2026-11-14T05:50:25.915Z CLS PvP Settlement Cutoffs & North American T+1 FX Swap Liquidity Compression https://fxmacrowire.com/wire/gbpusd-sonia-sofr-forwards-uk-ldi-pension-rolls FXMacro Wire en 2026-11-14T05:25:25.915Z GBP/USD SONIA-SOFR FX Forwards & UK LDI Pension Hedging Roll Mechanics https://fxmacrowire.com/wire/usdchf-saron-sofr-basis-swiss-bank-balance-sheets FXMacro Wire en 2026-11-14T05:00:25.915Z USD/CHF SARON-SOFR Basis & Post-Merger Swiss Bank Balance-Sheet Plumbing https://fxmacrowire.com/wire/audusd-bbsw-sofr-basis-australian-bank-usd-issuance FXMacro Wire en 2026-11-14T04:35:25.915Z AUD/USD Positive BBSW-SOFR Basis & Australian Bank Yankee Bond Issuance https://fxmacrowire.com/wire/usdcad-corra-sofr-basis-canadian-pension-hedging FXMacro Wire en 2026-11-14T04:10:25.915Z USD/CAD CORRA-SOFR Basis, Canadian Big-6 Banks & Maple Pension Hedging https://fxmacrowire.com/wire/tga-rebuilds-on-rrp-drain-offshore-fx-swap-rates FXMacro Wire en 2026-11-14T03:45:25.915Z US Treasury TGA Rebuilds, ON RRP Exhaustion & Offshore FX Swap Basis Spikes https://fxmacrowire.com/wire/sa-ccr-counterparty-capital-charges-fx-swap-books FXMacro Wire en 2026-11-14T03:20:25.915Z SA-CCR Counterparty Credit Capital Charges on Institutional FX Swap Books https://fxmacrowire.com/wire/umr-phase-6-initial-margin-fx-forwards-xccy-swaps FXMacro Wire en 2026-11-14T02:55:25.915Z UMR Phase 6 Initial Margin Rules: FX Forwards vs Cross-Currency Swaps https://fxmacrowire.com/wire/sofr-estr-mtm-resetting-xccy-basis-swap-conventions FXMacro Wire en 2026-11-14T02:30:25.915Z SOFR-ESTR Mark-to-Market Resetting Cross-Currency Basis Swap Conventions https://fxmacrowire.com/wire/scandi-stibor-nibor-year-end-fx-swap-usd-squeezes FXMacro Wire en 2026-11-14T02:05:25.915Z Scandinavian STIBOR & NIBOR Year-End FX Swap USD Squeezes (SEK & NOK) https://fxmacrowire.com/wire/usdsgd-sora-sofr-swap-points-asian-dollar-funding FXMacro Wire en 2026-11-14T01:40:25.915Z USD/SGD SORA-SOFR FX Swap Points & Asian Dollar Funding Mechanics https://fxmacrowire.com/wire/imf-cofer-usd-share-valuation-adjusted-reserve-flows FXMacro Wire en 2026-11-14T01:15:25.915Z IMF COFER USD Share: Valuation-Adjusted vs Active Sovereign Reserve Flows https://fxmacrowire.com/wire/nontraditional-cofer-reserve-currencies-aud-cad-sgd FXMacro Wire en 2026-11-14T00:50:25.915Z Non-Traditional COFER Reserve Currencies: AUD, CAD, SGD, CNY & Nordics https://fxmacrowire.com/wire/japan-mof-fefsa-sterilized-yen-intervention-mechanics FXMacro Wire en 2026-11-14T00:25:25.915Z Japan MoF FEFSA Sterilized Yen Intervention: T+2 BoJ Account Mechanics https://fxmacrowire.com/wire/snb-sight-deposit-tiering-fx-reserve-sales-chf-policy FXMacro Wire en 2026-11-14T00:00:25.915Z SNB Sight-Deposit Tiering & Two-Way Foreign Exchange Reserve Management https://fxmacrowire.com/wire/central-bank-gold-accumulation-allocated-vaulting-fx FXMacro Wire en 2026-11-13T23:35:25.915Z Central Bank Physical Gold Accumulation, Allocated Vaulting & BIS Gold Swaps https://fxmacrowire.com/wire/imf-sdr-valuation-weights-sdri-rate-reserve-accounting FXMacro Wire en 2026-11-13T23:10:25.915Z IMF Special Drawing Rights (SDR): Basket Weights, SDRi Rate & FX Accounting https://fxmacrowire.com/wire/pboc-usdcnh-daily-parity-fixing-counter-cyclical-band FXMacro Wire en 2026-11-13T22:45:25.915Z PBOC USD/CNH Daily 09:15 Parity Fixing, +/-2% Band & Counter-Cyclical Factor https://fxmacrowire.com/wire/mas-sneer-band-slope-recentering-singapore-fx-policy FXMacro Wire en 2026-11-13T22:20:25.915Z MAS S$NEER Band Slope, Width & Re-Centering: Singapore Exchange-Rate Policy https://fxmacrowire.com/wire/danmarks-nationalbank-eurdkk-erm-ii-peg-rate-defense FXMacro Wire en 2026-11-13T21:55:25.915Z Danmarks Nationalbank EUR/DKK ERM II Peg: Asymmetric Policy Spread Defense https://fxmacrowire.com/wire/cnb-nbp-central-european-fx-reserves-gold-allocation FXMacro Wire en 2026-11-13T21:30:25.915Z CNB Czechia & NBP Poland FX Reserves: Equity Tranches, Gold & EU Inflows https://fxmacrowire.com/wire/portfolio-balance-versus-signaling-fx-intervention FXMacro Wire en 2026-11-13T21:05:25.915Z Portfolio-Balance vs Signaling Channels of Sterilized FX Intervention https://fxmacrowire.com/wire/us-treasury-esf-fx-report-manipulation-thresholds FXMacro Wire en 2026-11-13T20:40:25.915Z US Treasury Semi-Annual FX Report: Three Manipulation Criteria & ESF Rules https://fxmacrowire.com/wire/euro-cofer-reserve-share-bund-scarcity-eu-safe-assets FXMacro Wire en 2026-11-13T20:15:25.915Z Euro COFER Reserve Share (~20%), Bund Scarcity & Joint EU Safe-Asset Supply https://fxmacrowire.com/wire/hkma-usd-hkd-linked-exchange-rate-hibor-pass-through FXMacro Wire en 2026-11-13T19:50:25.915Z HKMA USD/HKD Linked Exchange Rate (7.75-7.85) & HIBOR Pass-Through Math https://fxmacrowire.com/wire/bis-medium-term-instruments-sovereign-fx-reserve-swaps FXMacro Wire en 2026-11-13T19:25:25.915Z BIS Medium-Term Instruments (MTIs), Fixbis & Sovereign Reserve Confidentiality https://fxmacrowire.com/wire/imf-ara-reserve-adequacy-metric-external-debt-buffers FXMacro Wire en 2026-11-13T19:00:25.915Z IMF Assessing Reserve Adequacy (ARA) Metric vs Guidotti-Greenspan Rules https://fxmacrowire.com/wire/off-balance-sheet-central-bank-fx-forwards-sdds-lags FXMacro Wire en 2026-11-13T18:35:25.915Z Off-Balance-Sheet Central Bank FX Forwards, Swaps & IMF SDDS Reporting Lags https://fxmacrowire.com/wire/norges-bank-nbim-petroleum-revenue-nok-fx-conversions FXMacro Wire en 2026-11-13T18:10:25.915Z Norges Bank Daily NOK FX Conversions & $1.8T NBIM Petroleum Fiscal Rule https://fxmacrowire.com/wire/g7-coordinated-fx-intervention-ny-fed-boj-rate-checks FXMacro Wire en 2026-11-13T17:45:25.915Z G7 Coordinated FX Intervention vs Unilateral Strikes & NY Fed Rate Checks https://fxmacrowire.com/wire/usdbrl-usdmxn-real-carry-to-implied-volatility-ratios FXMacro Wire en 2026-11-13T17:20:25.915Z USD/BRL & USD/MXN Carry-to-Vol Ratios: Selic vs Banxico Real Yield Math https://fxmacrowire.com/wire/bis-broad-narrow-reer-cpi-ulc-currency-misalignments FXMacro Wire en 2026-11-13T16:55:25.915Z BIS Broad vs Narrow REER Indices: CPI vs ULC Currency Misalignments https://fxmacrowire.com/wire/copper-terms-of-trade-shocks-clp-pen-aud-fx-betas FXMacro Wire en 2026-11-13T16:30:25.915Z Copper Terms-of-Trade Shocks: CLP, PEN & AUD/USD Exchange-Rate Betas https://fxmacrowire.com/wire/onshore-forward-versus-offshore-ndf-basis-inr-krw-brl FXMacro Wire en 2026-11-13T16:05:25.915Z Onshore Forward vs Offshore NDF Basis Spreads: INR, KRW & BRL Mechanics https://fxmacrowire.com/wire/eurpln-eurczk-eurhuf-cee3-real-carry-eu-fund-inflows FXMacro Wire en 2026-11-13T15:40:25.915Z EUR/PLN, EUR/CZK & EUR/HUF: CEE-3 Real Carry & EU Recovery Fund FX Flows https://fxmacrowire.com/wire/usdzar-rand-proxy-hedging-sarb-repo-pgm-export-beta FXMacro Wire en 2026-11-13T15:15:25.915Z USD/ZAR Proxy Hedging, SARB Inflation Target Shift & PGM Export Betas https://fxmacrowire.com/wire/usdinr-rbi-ndf-volatility-compression-far-bond-flows FXMacro Wire en 2026-11-13T14:50:25.915Z USD/INR Volatility Compression: RBI Two-Way NDF Intervention & FAR Bond Flows https://fxmacrowire.com/wire/fx-carry-crash-skewness-vix-move-regime-switching FXMacro Wire en 2026-11-13T14:25:25.915Z FX Carry Crash Skewness: VIX & ICE BofA MOVE Regime-Switching Signals https://fxmacrowire.com/wire/brent-crude-supply-shocks-exporter-importer-fx-gap FXMacro Wire en 2026-11-13T14:00:25.915Z Brent Crude Oil Supply Shocks: Exporter vs Importer FX Divergence Math https://fxmacrowire.com/wire/beer-versus-imf-eba-feer-equilibrium-exchange-rates FXMacro Wire en 2026-11-13T13:35:25.915Z BEER vs IMF EBA & FEER Equilibrium Exchange Rate Models: Fair-Value Math https://fxmacrowire.com/wire/gbi-em-sovereign-debt-fx-hedged-unhedged-attribution FXMacro Wire en 2026-11-13T13:10:25.915Z GBI-EM Local Sovereign Debt: FX-Hedged vs Unhedged Return Attribution https://fxmacrowire.com/wire/usdkrw-nps-fx-swap-hedging-semiconductor-tot-cycle FXMacro Wire en 2026-11-13T12:45:25.915Z USD/KRW Dynamics: NPS $50B FX Swap Line, RFI Reform & AI Semiconductor ToT https://fxmacrowire.com/wire/brazil-bcb-swap-cambial-cupom-cambial-brl-liquidity FXMacro Wire en 2026-11-13T12:20:25.915Z Brazil BCB Swap Cambial & Cupom Cambial (DDI): Onshore BRL USD Liquidity https://fxmacrowire.com/wire/diversified-fx-funding-baskets-jpy-chf-eur-cnh-carry FXMacro Wire en 2026-11-13T11:55:25.915Z Diversified FX Carry Funding Baskets: JPY, CHF, EUR & CNH Optimization https://fxmacrowire.com/wire/fiscal-dominance-sovereign-cds-em-fx-rate-paradox FXMacro Wire en 2026-11-13T11:30:25.915Z Fiscal Dominance & Sovereign CDS: When EM Central Bank Hikes Weaken FX! https://fxmacrowire.com/wire/usdtwd-taiwan-lifers-proxy-hedges-ndf-backwardation FXMacro Wire en 2026-11-13T11:05:25.915Z USD/TWD & Taiwan Life Insurers: $700B USD Bond Book, Proxy Hedges & NDFs https://fxmacrowire.com/wire/usdtry-cbrt-swap-unwind-orthodox-carry-reer-math FXMacro Wire en 2026-11-13T10:40:25.915Z USD/TRY Orthodox Carry Pivot: CBRT Swap Unwind, Real Lira Appreciation & REER https://fxmacrowire.com/wire/china-credit-impulse-cfets-rmb-asean-em-fx-spillovers FXMacro Wire en 2026-11-13T10:15:25.915Z China Credit Impulse, CFETS RMB Basket & ASEAN / LatAm EM FX Spillovers https://fxmacrowire.com/wire/non-cls-em-fx-herstatt-settlement-prefunding-drag FXMacro Wire en 2026-11-13T09:50:25.915Z Non-CLS Emerging-Market FX Settlement: Herstatt Risk & Nostro Pre-Funding Drag https://fxmacrowire.com/wire/niip-creditor-repatriation-chf-jpy-versus-usd-debtor FXMacro Wire en 2026-11-13T09:25:25.915Z NIIP Creditor Repatriation (CHF & JPY) vs USD Debtor Safe-Haven Mechanics https://fxmacrowire.com/wire/dollar-smile-us-exceptionalism-global-funding-stress FXMacro Wire en 2026-11-13T09:00:25.915Z The Dollar Smile Framework: US Exceptionalism vs Global Funding Stress https://fxmacrowire.com/wire/us-tic-slt-portfolio-flows-hedged-treasury-demand FXMacro Wire en 2026-11-13T08:35:25.915Z US Treasury TIC Form SLT Flows: FX-Hedged vs Unhedged UST & Equity Demand https://fxmacrowire.com/wire/broad-basic-balance-current-account-fdi-g10-fx-anchor FXMacro Wire en 2026-11-13T08:10:25.915Z Broad Basic Balance (BBoP): Current Account + Net FDI as a G10 FX Anchor https://fxmacrowire.com/wire/swiss-franc-pharma-surplus-real-safe-haven-eurchf FXMacro Wire en 2026-11-13T07:45:25.915Z Swiss Franc Real Safe-Haven Math: +9.5% Pharma Surplus, CPI Gap & EUR/CHF https://fxmacrowire.com/wire/japan-digital-energy-deficit-fdi-reinvestment-jpy FXMacro Wire en 2026-11-13T07:20:25.915Z Japan’s Structural Yen Drag: Digital Deficit, Energy Bill & Unrepatriated FDI https://fxmacrowire.com/wire/month-end-wmr-4pm-london-fix-equity-fx-rebalancing FXMacro Wire en 2026-11-13T06:55:25.915Z Month-End WMR 16:00 London Fix: Equity-FX Hedge Rebalancing Signals https://fxmacrowire.com/wire/eurozone-target2-balances-portfolio-flight-signals FXMacro Wire en 2026-11-13T06:30:25.915Z Eurozone TARGET2 (T2) Balances: Reading Intra-Euro Capital Flight & EUR/USD https://fxmacrowire.com/wire/us-exorbitant-privilege-niip-valuation-dollar-cycles FXMacro Wire en 2026-11-13T06:05:25.915Z US Exorbitant Privilege & NIIP Valuation Effects Across Dollar Cycles https://fxmacrowire.com/wire/energy-supply-shocks-terms-of-trade-safe-haven-flip FXMacro Wire en 2026-11-13T05:40:25.915Z Energy Supply Shocks & the Safe-Haven Flip: Why JPY & EUR Broke in Stagflation https://fxmacrowire.com/wire/uk-twin-deficits-foreign-gilt-share-sterling-beta FXMacro Wire en 2026-11-13T05:15:25.915Z UK Twin Deficits & 31.4% Foreign Gilt Share: Modeling Sterling’s Risk Beta https://fxmacrowire.com/wire/cftc-tff-leveraged-funds-asset-manager-fx-positioning FXMacro Wire en 2026-11-13T04:50:25.915Z CFTC TFF FX Positioning: Leveraged Funds vs Asset Managers & Pain Trades https://fxmacrowire.com/wire/global-m2-liquidity-impulse-high-beta-aud-nzd-cad FXMacro Wire en 2026-11-13T04:25:25.915Z Global M2 Liquidity Impulse & Central Bank Reserves: High-Beta AUD, NZD & SEK