Equilon FXOn TelegramShorter notes.
Shorter notes.
The same curiosity.
The Equilon FX channel brings together market concepts, explanatory posts and ideas for further reading.
The public publication
Equilon FX
Explore the channel’s explanations of inflation measures, benchmarks, liquidity and portfolio flows. Read a note, follow a source and return to the longer website guides when you want more context.
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A route into the archive
Start with a subject.
Inflation & policy
PCE and CPI: two gauges, different questions.
Why the inflation measure in the policy target and the one dominating the headlines are not always the same.
Read the explainerFlows & positioning
Month-end flows: movement without a new opinion.
Portfolio rebalancing as a way to understand market activity that follows a mandate or schedule.
Read the explainerInformation & timing
From a data release to your screen.
How the path information takes can change the way you interpret a fast market reaction.
Read the explainer