Fresh thinking for thoughtful traders.

Spectra Markets publishes independent, must-read global macro analysis every day. Our flagship is am/FX, the macro daily read by both traders and global markets professionals.

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Trader. Thinker. Writer.

Spectra Markets founder Brent Donnelly mines a broad network of hedge fund, real money, central bank, and trading professionals to formulate his unique insights into global markets and macroeconomics.

am/FX Highlights

Selected free issues of am/FX

An Acute Shortage of Safe Assets

In a world of inflation fear and high bond market volatility, there are not many good safe havens to hedge a rapid collapse in equities.

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Oops, I Did It Again

In an MMT world where the Fed has truncated the policy distribution by promising no more rate hikes, inflation rebounds. There is zero possibility of tax hikes to deal with inflation so the primary cure for this inflationary reacceleration, if it gets worse, needs to be rate hikes.

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Macro Traders Reflections

The Macro Trading FloorMacro Traders ReflectionsBrent and Alf discuss macro data, Fed’s…
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