Tuesday 26 September. 16:00 UK time.

With yesterdays trade still running, my hands are tied in terms of placing another trade. But the narative remains the same, strong dollar, weak pound (and euro) the commodity currencies are still holding up well (which is interesting in a mildy negative stock environment and does bode well). I still see the JPY as shortable on pullbacks.

Today, the feds kashkari has said he sees the possibility of significant hikes from the fed. As Kashkari is a known dove, this is quite significant and only reaffirms a long dollar bias.

Another point to note is that I keep reading about the possibility of the oil price getting back up to $100. This could be a very big headwind in the fight against inflation.

For now, I'm going to let yesterdays trade play out (for better or worse) and decide if there is another opportunity once it's completed.