Research Notes · Theme
FX
Kresmion Research notes on fx. Independent, source-attributed, information-only.
- August 2, 2026The Bet on a Stronger Dollar Was the Most Crowded in Three Years of Data. Then the US Bought Yen.
- July 12, 2026A Prediction Market Now Prices a July Fed Hike at 20 Percent. Speculators Just Flipped Net Short the Euro.
- July 5, 2026Speculators Are the Most Net Short the British Pound in a Year. They Built the Bet in a Single Week.