fxengineer.bsky.social
Systematic research on retail FX positioning. 1.9M hourly observations. 28 pairs. 12 years. We provide context. Markets decide. Research + the public calibration ledger: fxeresearch.substack.com
👤 Joined on 09 marzo 2026
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@fxengineer.bsky.socialAAP sentiment dropped to -6.8/10, down -1.0 pts. The data shows a persistent buildup of narrative friction for Advance Auto Parts, reflecting one of the heaviest editorial drags in the retail sector right now. It is a noticeably weaker signal than the 3.5/10 floor tracked for TGT. asset...
Show PostYield convergence across regions shows up fast in FX positioning. The crowd shifts within a few hours once the macro driver moves from domestic to cross-border.
Show Post#Euro pushes further away from $1.12 where large options expire at 10:00 ET. Germany's harmonized CPI softer than expected at 2.8%, down from 3.3%. 3.1% expected. Plays on ideas that the ECB's anticipated Dec hike may be followed by extended pause.
Show Post🚨BLACK FRIDAY ON WALL STREET? Nasdaq is down 2.5% today and 9% off its peak. Are we headed for bear market territory? There’s one key level I’m watching closely. But the real risk right now might not be what you think. With midterms next week, watch the headlines. This move could flip fast. 👀 Gol
Show Post’The precarious US debt picture means Fed policy is all about yield curve management these days. Warsh is neither hawk nor dove. Instead - like Bessent - he’s just trying to keep long-term yields manageable.‘ robinjbrooks.substack.com/p/is-kevin-w... by @robin-j-brooks.bsky.social
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