The 2016 election was a fait accompli, until it was not.
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.
Market insights you can act on. Every day.
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
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- 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.
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am/FX
CNH EV and short USDCAD
USDCNH looks like positive EV but there are four caveats. Short USDCAD into BoC.
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am/FX
Bank of Canada
I think it will be very hard for 2025 Bank of Canada pricing to come true.
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friday speedrun
Friday Speedrun
Black Mirror
Macro is a whirlpool right now with China stimmy, US elections, and stonking US data all competing for airtime.
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am/FX
Friday Stuff
A bit more on yesterday’s piece and some thoughts on Trump pricing.
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am/FX
Gold and Envy
Gold as a release valve for US deficits and an update on the Magazine Cover Indicator
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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.
Professional skills for finance.
Tap into the wisdom of the most respected names in global markets. Connect theory to practice and advance your career.
