Analysis & Research Archives - The Venca Report

The BoJ Is Turning Hawkish, But the Yen Still Needs More

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A Fractured Commodity Market

China’s latest commodity trade data makes one thing pretty clear to me: we’re no longer in […]

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The Crude Awakening: Preparing For Fallout

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EURAUD – the best way to play the oil-shock?

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The Venca Report – April 2026

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From disruption to dislocation: the shift underway in commodities

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Monthly Deep Dive – March 2026

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February 25, 2026

CADCHF: When Carry Meets Safe-Haven Fatigue

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February 20, 2026

Weekly Macros – 21 February 2026

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February 15, 2026

NZDUSD – the macro setup and what matters

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