Research & Strategy Desk
Long - Fom macro, FX and digital - asset reports authored by the BTB research desks
Q1 2026 Macro Regime Outlook
Stagflation persists. Positioning for late-cycle defensive rotation.
Our cycle composite continues to print stagflation across G7 economies. Real yields remain elevated while growth surprise indices roll over. We outline four positioning frameworks for the quarter.
EUR/USD Structural Analysis
Bearish structure intact below 1.0788 reversal level.
EUR/USD remains in a major downtrend with minor counter-trend rally exhausting near 1.0595. Reversal threshold sits at 1.07887 — below which our regime play targets 1.02621.
Bitcoin Cycle Positioning
Mid-Cycle expansion. Halving setup confirmed.
EUR/USD remains in a major downtrend with minor counter-trend rally exhausting near 1.0595. Reversal threshold sits at 1.07887 — below which our regime play targets 1.02621.
Q1 2026 Macro Regime Outlook
Stagflation persists. Positioning for late-cycle defensive rotation.
Our cycle composite continues to print stagflation across G7 economies. Real yields remain elevated while growth surprise indices roll over. We outline four positioning frameworks for the quarter.
Q1 2026 Macro Regime Outlook
Stagflation persists. Positioning for late-cycle defensive rotation.
Our cycle composite continues to print stagflation across G7 economies. Real yields remain elevated while growth surprise indices roll over. We outline four positioning frameworks for the quarter.
Q1 2026 Macro Regime Outlook
Stagflation persists. Positioning for late-cycle defensive rotation.
Our cycle composite continues to print stagflation across G7 economies. Real yields remain elevated while growth surprise indices roll over. We outline four positioning frameworks for the quarter.
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