Inflation Archive
Regimes where the price of money itself moves. Inflation replays train cash-flow awareness and the discipline of real returns.
9 archive files
2025 · Forex · US
June–September 2025: The Dollar Softens, EM Currencies Catch a Breath
A 66-trading-day window when the US dollar reversed course, testing EM discipline across 36 currency pairs from ARS to ZMW.
Read the file →2025 · Forex · US
July–October 2025: Inflation Signals and a Dollar in Three Speeds
Three months of FX data reveal how diverging inflation expectations reshaped G10 and EM currency trajectories from mid-July through late October 2025.
Read the file →2021 · Forex · US
November 24, 2021: The Fed's Hawkish Pivot and How Emerging Market Currencies Fractured
The Fed signaled tighter policy on Nov. 24, 2021, sending the dollar higher across 42 EM currency pairs over 64 trading days.
Read the file →2021 · Commodities · US
Autumn 2021: Beijing's Commodity Crackdown and the Policy-Shock Era
Sept–Dec 2021: Beijing's regulatory crackdown reshaped commodity markets, triggering outsized drawdowns across metals, energy, and agriculture.
Read the file →2020 · Forex · US
November 17, 2020: The Dollar Begins Its Post-Pandemic Turn — A Cluster of 47 Forex Replays
The dollar opened at 104.541 on November 17, 2020. Over the next six months, it weakened against every one of 47 emerging and G10 currency pairs, but the journey was far from smooth.
Read the file →2017 · Commodities · US
November 2017 – May 2018: Dollar Weakness, Inflation Dreams, and the Commodity Market's Hard Lesson
Commodity markets in late 2017 embraced a dollar-weakness thesis, but execution proved brutal — 27 instruments reveals how direction and process diverge under pressure.
Read the file →2007 · Commodities · US
Late 2007 Commodity Supercycle: The Inflation Wave That Swept Every Market
How soft commodities, energy, grains and precious metals converged in late 2007 into a commodity inflation wave that tested every trader's risk discipline — before the 2008 crisis reshaped everything.
Read the file →2004 · Commodities · US
November 2004–May 2005: The Commodities Reflation Boom and Its Decision Training Legacy
Commodities across energy, agriculture, and metals diverged sharply during the 2000s reflation wave, rewarding directional conviction while punishing process discipline with drawdowns up to 28.6%.
Read the file →2001 · Commodities · US
2001: When the Dollar Bear Met Inflation — A Commodity Crossroads
Six months in late 2001 to mid-2002 when a depreciating dollar and twin-deficit fears reshaped commodity markets, producing wildly divergent outcomes across energy, agriculture, and metals.
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