Flirting with Models

Harel Jacobson - Trading FX Volatility (S5E10)

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Aug 1, 2022
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INSIGHT

FX Volatility Is Fundamentally Different

  • FX volatility differs from equity vol through quoting conventions, sticky-delta behavior, and hedging driven by liquidity rather than wealth.
  • These structural differences change surface dynamics and delta conventions significantly.
INSIGHT

Multi‑Dimensional Correlation Anatomy

  • Currency vol surfaces are multidimensional because every pair implies many correlation triangles and constraints.
  • Dealers cannot keep hundreds of triangle relationships perfectly aligned, which creates relative-value opportunities.
ADVICE

Design For Quote Scarcity And Data Shifts

  • Expect OTC dealers to widen or stop quoting in stress and design execution to handle quote scarcity.
  • Build robust data and infra because feed changes can break delta and automated trading.
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