The Spectra Markets Archive

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Highlights

Many frustrated

Many are asking what the fudge as vol sags and equities won’t give up the ghost

Friday Speedrun

Hormuz Control

Smells like Liberation Day.

Highlights

Smells like Liberation Day

The rally in April, May, and June 2025 was much despis’d, just like this one

Highlights

=IF(CLH4L)

Higher for longer crude plus stable equities is bearish USDCAD

Highlights

Ultimatum Day

Markets are quiet, awaiting 8 p.m. tonight

Highlights

Rinse/repeat

We’re waiting to see what happens on the weekend again

Highlights

Flow Monster

Month-end flows plus mega offside positioning = fireworks

Highlights

Consensus has flipped

Prices, sentiment, and positioning have changed dramatically since early March

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