Run forex and currency analysis as part of the daily digest. Covers DXY, major pairs, EM currencies, carry trades, and FX as a risk sentiment signal. In the orchestrator, run as Phase 4C — output (DXY direction) feeds into international, commodities, and materials analysis.
config/watchlist.md (forex section)config/preferences.mdDB-first: read FX levels from Supabase (
daily_snapshots.market_data/documents.payload).
For live rates, cross-currency calculations, and historical comparisons use the mcp_frankfurter-f_* tools:
mcp_frankfurter-f_get_latest_exchange_rates — live rates for any base currency (e.g. base=USD for all pairs)mcp_frankfurter-f_get_historical_exchange_rates — rates over a date range for trend analysismcp_frankfurter-f_convert_currency_latest — convert a specific amount between two currenciesWeb fetch: use
defuddle parse <url> --mdinstead of WebFetch for any central bank statement, geopolitical news article, or FX analysis page URL. Not for API endpoints,.json, or.mdfiles.
For each pair in watchlist:
### 💱 FOREX
**DXY**: [Level (±X%) | Trend: strengthening/weakening | Key level: ...]
**Key Pairs**:
- EUR/USD: X.XXXX (±X%) | [driver]
- USD/JPY: XXX.XX (±X%) | [driver / intervention risk?]
- GBP/USD: X.XXXX (±X%) | [driver]
- USD/CAD: X.XXXX (±X%) | [oil/BoC driver]
**EM FX Stress**: [Any EM currency crisis signal | USD/CNH fixing vs market]
**FX Risk Signal**: [Risk-on / Risk-off / Mixed — rationale]
**Carry Watch**: [Yen carry stable/stressed | implication for risk assets]
**USD REER**: [Over/undervalued — implication for US multinational earnings]
**Watch**: [Key FX event or level to monitor]