1. Time for a Dollar pause
2. Short squeeze stretched?
3. Risk-reward shifts back to a steeper US yield curve

‍

This is some text inside of a div block.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5

Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

Item 1
Item 2
Item 3

Unordered list

Item A
Item B
Item C

Text link

Bold text

Emphasis

^Superscript

_Subscript

Posted on

October 16, 2025

Written by

Qi Analytics Team

1. Time for Dollar pause

Qi's snapshot of global FX shows the Dollar as rich versus a wide range of both DM & EM currencies.

But there are some interesting nuances:

· the Dollar is consistently rich versus its G7 peers with USDJPY the standout. Interesting in the context of a fractured Parliament which could curb Takaichi’s easy- policy plans, challenging the weak-Yen consensus.

· $-Asia is the main EM mover; $-LatAm typically sits near fair value.

· what commodity super cycle? Given the bull narrative around real resources, why aren't AUD, Kiwi, CAD doing better?

Read more by downloading the PDF below

‍

Share on Socials