Asymmetrica Research

macro notes, against the current
DXY102.4US10Y4.18%EUR/USD1.087BTC$130,420

Track Record

Public registry of all trade ideas surfaced on this site. Each idea links back to the analytical note that motivated it. Performance is marked-to-market daily for liquid instruments.

Total Ideas
1
Open
1
Closed
0
Hit rate
0%
Avg win
+0.00%
Avg loss
+0.00%
Cumulative
+0.00%

Open positions

InstrumentThesisEntry zoneTarget zoneInvalidationP&LOpened / Horizon
AUD/USD
short
Cross-currency basis at March 2020 levels + no Fed swap lines = AUD/USD exposure to sustained USD funding stress
Cross-Currency Basis At March 2020 Levels; No Swap Lines, No Consensus
0.6420–0.65100.6080–0.62000.66800.00%03 May 2026
90d

Closed positions

No closed positions yet. The track record begins with our first endorsed trade idea — we are publicly accountable from day one.

Methodology note: Trade ideas are hypothetical structures expressing analytical theses, not investment recommendations. P&L is marked-to-market against the entry zone midpoint at endorsement time. Closed positions are marked at the exit price recorded by the cron at status transition. See /methodology for the full editorial process.

Asymmetrica Research. Asymmetrica Investments AG, registered in Switzerland. Not investment advice. Methodology · About · Disclosures