← All lessons
Derivatives Lesson 4 of 6

Currency swaps & FX

Exchanging one currency for another — how FX swaps work and why investors diversify across currencies.

The foreign-exchange (FX, or forex) market is the biggest market in the world — trillions of dollars trade every day. At its heart is a simple act: exchanging one currency for another.

The building block: a currency pair

FX prices are always a pair — e.g. EUR/USD = 1.08 means 1 euro costs 1.08 US dollars. Buying EUR/USD means buying euros and simultaneously selling dollars. Every FX trade is a buy of one currency and a sell of another.

The FX swap

An FX swap combines two legs into one deal:

So it’s literally a buy/sell (or sell/buy) of one currency for another across two dates. It’s not a bet on the exchange rate moving — it’s a way to hold a currency for a period then return it, used heavily for funding and managing short-term cash in different currencies.

The cousin: a currency swap

A longer-dated currency swap exchanges both principal and interest in one currency for principal and interest in another, over years. A company that earns in euros but borrowed in dollars can use one to match its cash flows to its income — removing the risk that exchange rates move against it.

Why diversify across currencies?

Holding all your wealth in a single currency is a hidden bet that that currency stays strong. If it weakens, your global purchasing power falls even if the number in your account doesn’t change. So investors — and especially those managing large sums — spread holdings across currencies to:

The takeaway

FX is the plumbing of global finance. Spot trades swap currencies now; FX swaps borrow a currency for a while and return it; currency swaps exchange whole streams of payments across currencies. Together they let money move — and stay diversified — across the world’s currencies.

EUR/USD = 1.08 → 1€ costs $1.08 EUR you BUY euros $ USD you SELL dollars Every FX trade buys one currency and sells another
Prices come in pairs. Buying EUR/USD means buying euros and simultaneously selling dollars — one buy, one sell, in a single trade.
Finished this lesson? Mark it complete to bank +15 XP and keep your streak alive.
Back to all lessons
Nice! +15 XP 🎉