Saeed
@saeedamenfx.bsky.social
FX quant macro/Python/burgers. Co-founder: Turnleaf Analytics forecasting inflation with ML. Founder: Cuemacro. Books: Trading Thalesians, Book of Alternative Data.
Back in London.. grey and cold.. and I love it!
February 12, 2026 at 8:03 AM
Back in London.. grey and cold.. and I love it!
Deep Learning for Electricity Price Forecasting: A Review of Day-Ahead, Intraday, and Balancing Electricity Markets arxiv.org/abs/2602.10071 #QuantLinkADay
February 11, 2026 at 8:00 PM
Deep Learning for Electricity Price Forecasting: A Review of Day-Ahead, Intraday, and Balancing Electricity Markets arxiv.org/abs/2602.10071 #QuantLinkADay
LLM as a Risk Manager: LLM Semantic Filtering for Lead-Lag Trading in Prediction Markets arxiv.org/abs/2602.07048 #QuantLinkADay
February 11, 2026 at 7:56 PM
LLM as a Risk Manager: LLM Semantic Filtering for Lead-Lag Trading in Prediction Markets arxiv.org/abs/2602.07048 #QuantLinkADay
Portfolio risk management, eg using FX option, can cheapen up with barrier etc. use path dependent views too.. if vol cheap can use longer dated @TradeTechFX
February 11, 2026 at 5:39 PM
Portfolio risk management, eg using FX option, can cheapen up with barrier etc. use path dependent views too.. if vol cheap can use longer dated @TradeTechFX
Using AI tools, need to figure out what what AI is good at (rather than everywhere), like working with text datasets/unstructured data etc. @TradeTechFX Akshay Padmanabha, Ed Tostanoksi & Lee Ferridge
February 11, 2026 at 5:09 PM
Using AI tools, need to figure out what what AI is good at (rather than everywhere), like working with text datasets/unstructured data etc. @TradeTechFX Akshay Padmanabha, Ed Tostanoksi & Lee Ferridge
Discussion around tariffs and impact on geopolitics with Aryam Vazquez & Lee Ferridge @TradeTechFX
February 11, 2026 at 4:31 PM
Discussion around tariffs and impact on geopolitics with Aryam Vazquez & Lee Ferridge @TradeTechFX
Discussion on changing nature of trading desks, whilst there is eTrading, for some assets like EM definitely still need relationships/voice trading @TradeTechFX
February 11, 2026 at 4:15 PM
Discussion on changing nature of trading desks, whilst there is eTrading, for some assets like EM definitely still need relationships/voice trading @TradeTechFX
Nik Bhatia discussing bitcoin, noting it responds to global macro, doesn’t behave as a standalone asset, behaves like a risk asset (despite the narrative to the otherwise) @TradeTechFX
February 11, 2026 at 3:17 PM
Nik Bhatia discussing bitcoin, noting it responds to global macro, doesn’t behave as a standalone asset, behaves like a risk asset (despite the narrative to the otherwise) @TradeTechFX
Asset allocation panel, people are adjusting their USD hedge ratios, valuations tough to trade on timing (eg JPY undervalued for ages, CHF overvalued etc) @TradeTechFX
February 11, 2026 at 3:08 PM
Asset allocation panel, people are adjusting their USD hedge ratios, valuations tough to trade on timing (eg JPY undervalued for ages, CHF overvalued etc) @TradeTechFX
USD panel, mostly bearish, investors looking for alternative to USD, hedging their USD risk, however the consensus short USD view seen as a risk (eg pre Liberation Day, consensus was long USD) @TradeTechFX
February 11, 2026 at 2:33 PM
USD panel, mostly bearish, investors looking for alternative to USD, hedging their USD risk, however the consensus short USD view seen as a risk (eg pre Liberation Day, consensus was long USD) @TradeTechFX
Kevin Hebner discussing his view on weaker USD, including AI capex moderating, Warsh’s Fed etc expecting 3-4 Fed cuts @TradeTechFX
February 11, 2026 at 2:26 PM
Kevin Hebner discussing his view on weaker USD, including AI capex moderating, Warsh’s Fed etc expecting 3-4 Fed cuts @TradeTechFX
Fascinating discussion on FX in the past importance of quick arithmetic, and how it’s changed over time, speed has picked up, more transparency etc @TradeTechFX
February 10, 2026 at 10:20 PM
Fascinating discussion on FX in the past importance of quick arithmetic, and how it’s changed over time, speed has picked up, more transparency etc @TradeTechFX
Multi asset trading desks, important to try to fix fragmentation of tech stack, somewhat jack of all trades @TradeTechFX
February 10, 2026 at 10:18 PM
Multi asset trading desks, important to try to fix fragmentation of tech stack, somewhat jack of all trades @TradeTechFX
Discussing supply chains, tariffs & capital flows on global macro, bullish EM (but more a sell US story?), EM still has high real yields, tariffs did not help USD etc. @TradeTechFX
February 10, 2026 at 8:29 PM
Discussing supply chains, tariffs & capital flows on global macro, bullish EM (but more a sell US story?), EM still has high real yields, tariffs did not help USD etc. @TradeTechFX
Brian Quartarolo & David Fernandez at Anahata Captial discussing using a quantitative scorecard approach for trading Asia, with factors like growth, inflation etc. @TradeTechFX
February 10, 2026 at 8:04 PM
Brian Quartarolo & David Fernandez at Anahata Captial discussing using a quantitative scorecard approach for trading Asia, with factors like growth, inflation etc. @TradeTechFX
EM panel, quite bullish, citing good carry (esp Latam), EM inflation only slightly higher than DM, EM lower debt to GDP ratios than DM, growth stronger in EM @TradeTechFX
February 10, 2026 at 7:36 PM
EM panel, quite bullish, citing good carry (esp Latam), EM inflation only slightly higher than DM, EM lower debt to GDP ratios than DM, growth stronger in EM @TradeTechFX
Discussing FX static vs dynamic heading, cost of hedging in EM can be expensive given carry/forward points @TradeTechFX
February 10, 2026 at 6:00 PM
Discussing FX static vs dynamic heading, cost of hedging in EM can be expensive given carry/forward points @TradeTechFX
Discussing systematic & discretionary strategies, how it’s important to obey a stop loss, but can sometimes turn off a model during unexpected events like central bank intervention @TradeTechFX
February 10, 2026 at 5:39 PM
Discussing systematic & discretionary strategies, how it’s important to obey a stop loss, but can sometimes turn off a model during unexpected events like central bank intervention @TradeTechFX
Panel on tech for PMs @TradeTechFX using AI has include LLMs, help compress data to generate insights, low signal to noise ratio in finance etc.
February 10, 2026 at 5:06 PM
Panel on tech for PMs @TradeTechFX using AI has include LLMs, help compress data to generate insights, low signal to noise ratio in finance etc.
Marc Gustafson @EurasiaGroup discussing geopolitics and his time in the White House with Obama, Biden & Trump @TradeTechFX
February 10, 2026 at 4:04 PM
Marc Gustafson @EurasiaGroup discussing geopolitics and his time in the White House with Obama, Biden & Trump @TradeTechFX
End to end workflow automation in FX, difficulty with different systems, eg execution, risk etc. in different buckets, can be fragmented some parts are automated some are manual @TradeTechFX
February 10, 2026 at 3:03 PM
End to end workflow automation in FX, difficulty with different systems, eg execution, risk etc. in different buckets, can be fragmented some parts are automated some are manual @TradeTechFX
David Mercer interviewed by Allan Guild @TradeTechFX people want to trade any asset, any time etc. will need hyper efficient collateral for that.
February 10, 2026 at 2:44 PM
David Mercer interviewed by Allan Guild @TradeTechFX people want to trade any asset, any time etc. will need hyper efficient collateral for that.
Discussion on FX market structure bifurcation/basis between FX spot/futures could widen during crisis (as has been seen in gold), use of deep learning for market making could concentrate liquidity to those providers who can spend on this @TradeTechFX
February 10, 2026 at 2:10 PM
Discussion on FX market structure bifurcation/basis between FX spot/futures could widen during crisis (as has been seen in gold), use of deep learning for market making could concentrate liquidity to those providers who can spend on this @TradeTechFX
Great global macro discussion, Mo Grimeh & Michael Koehler - inflation likely sticky, more central bank divergence is good for FX this year @TradeTechFX
February 10, 2026 at 2:06 PM
Great global macro discussion, Mo Grimeh & Michael Koehler - inflation likely sticky, more central bank divergence is good for FX this year @TradeTechFX