Conviction Trivedi

Chief FX and Emerging Market Strategist, Goldman Sachs

· tracked since Jul 2026

Calls

3

Win Rate

33.3%

return

-0.2%

Calls 3 1 Posts tracked · 0.2/day

Calls

7d 3

30d 3

90d 3

Best Calls

FXE short +0.1%

Worst Calls

ILS short -0.5%

FXY short -0.3%

Most Mentioned

SEK ×1

FXY ×1

FXE ×1

Recent Calls

THB short 6 days ago

SEK short 6 days ago

FXE short 6 days ago

Win Rate 33% Long 0 Short 3

Win Rate

7d —

30d —

90d —

Average Return -0.2% Long Return - Short Return -0.2%

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

FXE Invesco ... Invesco CurrencySha...

Short

Jul 06

$105.40

+0.1%

Carry basket: short low-yielders, long high-yielders

Carry trades funded by a basket of low-yielding currencies (JPY, EUR, SEK, ILS, CLP, THB) and invested in high-yielding currencies (COP, INR, EGP) offer both carry and resilience to hawkish shocks. Egyptian pound and Colombian peso are particularly favoured longs.

FX & Currencies

YOUTUBE

FXY Invesco ... Invesco CurrencySha...

Short

Jul 06

$56.57

-0.3%

Yen weakens to 165 on rate gap

The dollar/yen is forecast to reach 165 within 12 months because of persistent interest-rate differentials, a very gradual BOJ hiking cycle, dollar-supportive US macro conditions, and the role of the yen as a low-yielding carry funder. Periodic intervention may slow but not reverse the broader weakening trend.

FX & Currencies

YOUTUBE

ILS Israeli shekel Israeli shekel

Short

Jul 06

$19.66

-0.5%

Carry basket: short low-yielders, long high-yielders

Carry trades funded by a basket of low-yielding currencies (JPY, EUR, SEK, ILS, CLP, THB) and invested in high-yielding currencies (COP, INR, EGP) offer both carry and resilience to hawkish shocks. Egyptian pound and Colombian peso are particularly favoured longs.

FX & Currencies

YOUTUBE

Showing 3 of 3 picks · sorted by mentions