FOREX TACTICS By Rodrigo Nascimbeni

Epizody

• Kevin Warsh is in. Communication is out of the Fed? What next for the USD. 22.05.2026 44min

  Warsh wants to change the communication dynamics of the Fed, especially around what he sees as "excessive" and out of scope. How exacly would such a change take place and what would be the consequences for the Fed, the FX markets and the US Dollar?
• Near Term Tactics Around The US Dollar 26.04.2026 11min

  What is the path ahead for the US Dollar in the present context of the war in Iran, new Fed Chair Kevin Warsh and higher global inflation.
• Kevin Warsh and the US Dollar 17.04.2026 50min

  With Iran fading out of the market's scope, Kevin Warsh will increasingly come to into focus. Who is Warsh? Will he be confirmed as Fed Chair? What is Warsh's stance on monetary policy? Will Jerome Powell leave the Fed? Will the Fed remain independent? What is the political landscape around this topic? And, ultimately, what is the impact of Kevin Warsh on the US Dollar?
• Markets Still Believe the Iran Cease Fire Will Hold. What next for the US Dollar. 10.04.2026 18min

  On 07 April 2026, less than 90 minutes before the imposed deadline, the US announced that a cease fire deal was reached with Iran to reopen the Strait of Hormuz and end the war. Is this really happening? Will this cease fire persist? Will Hormuz be reopened? What happens next in the war? And what is the path forward for the USD?
• Is the Iran War really over? What next in the Forex Markets. 01.04.2026 12min

  What is the path forward for the US Dollar now that, as the US claims, a deal has been negotiated with Iran? Today we look at near and long term impacts on the forex markets caused by the Iranian war and how to navigate these treacherous waters.
• Will Iran negotiate a deal? What are the consequences? 24.03.2026 18min

  President Trump stated this morning that the Iranians are negotiating a deal. Is this true? What are the possible outcomes? Who will control the Strait of Hormuz? What happens to the USD in each scenario?
• Iran War Update on FX Market Impacts 17.03.2026 24min

  As the War in Iran ploughs through, this Episode covers the current status, possible and probable outcomes related to the conflict and the Strait of Hormuz (oil) more specifically as well as market participants' views and FX price action.
• How Long Will the Iran War Last and Impacts on the FX Market 10.03.2026 25min

  Update on the Iranian War. What is the status. How long is it likely to last. Impacts on the FX Market and how to navigate it. 
• Iran Conflict Impact in the FX Market 02.03.2026 15min

  How the conflict in Iran is shaping the Forex Market and what are the trading tactics around this context.