Market insights you 
can act on. Every day.

am/FX combines global macro, cross-market analysis, sentiment and positioning, and independent research to bring you timely macro ideas in a concise, entertaining read you’ll look forward to.

All signal. No noise.

am/FX surfs the current narrative to put new themes on your radar before they hit the mainstream. Topics include:

  • FX
  • fixed income
  • global monetary policy
  • commodities
  • stocks
  • crypto

Unique perspectives. Revealing angles.

For retail and institutional traders and investors who want a fresh take on global markets including:

  • back-tested
  • positioning
  • narrative economics
  • technicals
  • trading strategy & tactics
  • market psycology

Actionable analysis. Real trade ideas.

am/FX aggregates and analyzes vast amounts of market information to find clear directional views and real trade ideas with specific stop-loss and take-profit parameters.

Informed, independent,
and practical.

Check it out.


What is USDJPY?

USDJPY is generally a US yields trade, but it’s got some weird energy these days.

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friday speedrun
Friday Speedrun

Wake me up when September ends

Low volatility is the big story, despite wacky and wonky pockets of vol here and there. Wake me up after the election (when September ends).

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10 to 15 Days

Prior 2%+ counterintuitive reactions to CPI had a 10-to-15-day half-life as they signaled exhaustion in either direction four out of four times. Also: The MOF is getting fancier.

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CPI and some results

The Nile and Vietnam are the same general shape Current Views Flat…
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Consumer Price Index

There is an asymmetry in CPI, but not in USD positioning. Intriguing.

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Game Plan for Pill

It makes sense that Huw Pill will declare mission accomplished tomorrow, and signal an August 1 cut from the Bank of England.

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“am/FX is a must read for everyone who wants to 
understand global macro trading.”

John Mauldin, Chairman
Mauldin Economics

50 Trades in 50 Weeks

One year of good ideas, dumb mistakes, and timeless trading lessons over a wide range of topics like tactics, strategy, mindset, risk management, and of course the psychology of successful trading. Watch real trade ideas come to life in real time.

Learn from the legends.

Tap into the wisdom of the most respected names in global markets. Connect theory to practice and advance your career.