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Forex Trading Basics: How the Global Currency Market Really Works

Written by Melanie Miller | Feb 5, 2026 5:09:56 PM

If you're tracking international deals, monitoring cross-border acquisitions, or analyzing companies with global revenue streams, you've probably noticed how currency fluctuations affect valuations overnight. A European SaaS company reporting €10 million in ARR might report $10.95 million in one quarter and $10.50 million in the next, without changing its actual business performance.

For sales professionals, financial analysts, and business researchers who need to understand these currency dynamics beyond simple conversion rates, this guide explains how the $9.6 trillion-per-day foreign exchange market actually works.

Whether you're evaluating international prospects, negotiating multi-currency contracts, or simply want to understand why your target company's reported financials shift quarter-to-quarter, these forex trading basics provide practical knowledge without the hype.

Forex Is the Global Over-the-Counter Market for Currency Exchange

Forex is simply the exchange of one currency for another, but the market structure behind that exchange matters for anyone analyzing international business activity. Unlike stocks traded on the NYSE, most forex transactions happen over the counter (OTC), meaning trades occur directly between parties rather than on a centralized exchange.

Activity splits across spot trades, forwards, and futures contracts, yet the U.S. dollar dominates every segment, appearing on one side of roughly 89% of all trades according to the Bank for International Settlements' April 2025 Triennial Survey.

OTC vs. Exchange-Traded Markets

When companies hedge currency exposure or when individual traders participate through retail forex brokers, they're operating in the OTC market. Exchange-traded alternatives exist through CME Group, offering standardized futures contracts with central clearing, and each path carries a different risk profile and cost structure.

Who Participates and Why It Matters

Banks, hedge funds, multinational corporations, and central banks make up the bulk of forex activity. For business professionals, currency moves affect international contract values, cross-border M&A valuations, import pricing for manufacturers you're prospecting, remittance costs for companies with overseas teams, and the reported financials of any internationally focused portfolio company. Understanding these basics helps you interpret financial data more accurately.

Currency Pairs Are Quoted Using a Base Currency, Quote Currency, Pips, and Spreads

Every forex price tells you the cost of one currency in terms of another. EUR/USD at 1.0950 means one euro costs 1.0950 U.S. dollars, where the first currency listed is the base and the second is the quote. When your target company reports €5 million in European revenue, multiply by this rate to understand the dollar equivalent.

Bid, Ask, and the Spread

Market makers show two prices: the bid, where you can sell, and the ask, where you can buy. The difference between them is the spread, which represents transaction costs. On major pairs like EUR/USD during active hours, spreads can narrow to one pip (0.0001) or less.

Pips and Lot Sizes

A pip, short for percentage in point, equals 0.0001 for most pairs and 0.01 for yen pairs. Understanding pip movements helps you gauge how much currency volatility actually affects deal values. A 50-pip move in EUR/USD (from 1.0950 to 1.1000) changes a €1 million contract value by roughly $5,000.

Practice Before Trading Real Money

Demo accounts let you validate your process before funding live. Treat demo trading with the same discipline you'd apply to real money, same rules, same schedule, same position sizes.

If you want to explore forex trading more seriously, consider structured evaluation programs that simulate real drawdown limits and consistency requirements before you risk personal capital. For example, Forex Prop Firm offers assessment-based pathways where traders prove their skills under controlled conditions before accessing firm capital. Always review rules, fees, and payout terms carefully before participating in any such program.

Spotting Red Flags Preserves Capital

Whether you're evaluating forex brokers or analyzing a target company's currency hedging strategy, watch for these warning signs:

  • Promises of guaranteed profits or extraordinary returns
  • Unregistered offshore entities soliciting U.S. clients
  • Pressure to commit quickly without due diligence time

In trading, revenge trading after losses, moving stops mid-trade, and oversizing positions cause more damage than market conditions. In business analysis, ignoring currency risk in international deal valuations creates similar blind spots.

Verify Everything and Start Small

Forex trading basics aren't complicated, but applying them consistently requires discipline. If you decide to trade, verify brokers through official CFTC and NFA databases, practice on demo accounts, and only fund small live accounts once you've demonstrated consistent process adherence.

For business professionals seeking to better understand currency dynamics, these fundamentals help you interpret international financial statements, evaluate cross-border deals, and interpret one more variable affecting the companies you track.

This guide provides education, not investment advice. Trading involves risk including potential loss of all capital. Consult qualified professionals for guidance specific to your circumstances.

Understanding Market Sessions Helps You Time International Communications

The forex market runs 24 hours a day during the trading week, but liquidity varies by session. Most retail platforms open Sunday at 5 p.m. Eastern Time and close Friday at 5 p.m. Eastern Time. Four main regional sessions overlap, Sydney, Tokyo, London, and New York.

The London-New York Overlap

The highest liquidity for major currency pairs occurs roughly between 8 a.m. and 11 a.m. Eastern, when London and New York sessions overlap. This is also when currency prices stabilize and when you'll get the most accurate real-time conversion rates for international deal analysis.

Interest Rates, Economic Data, and Sentiment Drive Currency Moves

Currency prices respond to interest rate differentials, economic surprises, and shifts in risk appetite. For professionals analyzing international companies, understanding these drivers helps explain sudden changes in reported financials.

Interest Rates and Central Banks

The Federal Reserve, European Central Bank, Bank of Japan, and other central banks set monetary policy that directly influences currency valuations. When the Fed signals rate changes, the dollar typically moves, affecting every U.S. company's international revenue in the process.

Economic Data Releases

Reports like U.S. Non-Farm Payrolls, CPI, and PMI figures can trigger sharp currency moves when they beat or miss consensus expectations. If you're tracking a company's quarterly earnings that include international revenue, check whether major economic releases occurred during that quarter; they may explain unexpected variance.

Risk-On and Risk-Off Dynamics

In uncertain markets, money usually flows to safe-haven currencies like USD, JPY, and CHF. During optimistic periods, higher-beta currencies can outperform. Commodity-linked currencies such as the Australian and Canadian dollars tend to move with resource prices, which matters when analyzing mining companies or commodity exporters.

For Those Who Want to Trade: Understanding Costs and Regulations

Some business professionals move beyond currency analysis into actual trading, either personally or to better understand how their target companies manage currency risk. If that describes you, understanding costs and regulations is essential.

Spreads, Commissions, and Financing Costs

Total trading cost extends beyond the spread you see on screen. Some brokers offer tight raw spreads plus a commission, while others embed all costs in a wider spread. Holding positions overnight triggers financing charges based on interest rate differentials, often called swap rates.

Strict U.S. Rules Protect Retail Traders

American traders benefit from stringent retail forex regulations. Before funding any trading account, use the CFTC's official verification page and the NFA BASIC database to confirm broker registration and check for disciplinary history. As of December 2025, the NFA listed only four registered Retail Foreign Exchange Dealers.

U.S. regulations cap retail leverage at 50:1 for major pairs and 20:1 for others, thereby forcing disciplined position sizing that protects beginners from catastrophic losses.

Disciplined Position Sizing and Risk Management

Proper position sizing separates sustainable trading from blown accounts. Professional traders typically risk 0.5% to 1% of account equity per trade and use this formula:

Position size = (Dollar risk ÷ Stop distance in pips) × Pip value

A 20% drawdown requires a 25% gain to recover. A 50% drawdown demands a 100% gain. By keeping individual trade risk small, you give your strategy time to work across many trades.