WEEKLY MACRO MEMO ARCHIVE
Regime Research Notes
- Everyone's Talking About the Dollar. The Data Was Already Saying It.2026-04-19
- +0.276. It Crossed.2026-04-12
- +0.178. One Tick Away2026-04-05
- The Correlation Turned. Positioning didn't.2026-03-29
- The Carry Trade Rebuilt Itself Into a War Zone2026-03-22
- 88th to 38th: The Fastest EUR Positioning Flush in Three Years2026-03-15
- Signal Alert No. 1 — Brent +23%, Three Correlation Breaks, and the Urals Flip That Changes India's Import Math2026-03-09
- Operation Epic Fury — What the Data Showed Before, During, and After the Most Important Week in FX This Year2026-03-08