The Macro-to-FX Transmission Series
How Macro Moves Currency
Articles tracing the transmission path from macro conditions to currency direction — volatility regimes and rate structure through dollar bias and into individual pair positioning. The same chain the dashboard follows, explained in full. Series in progress.
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Articles publishing throughout 2026.
Evidence Base & Citations
Two systematic evidence reviews backing the macro-to-FX transmission framework. Citations to BIS, NBER, Federal Reserve Board, IMF, and peer-reviewed sources.