The Spectra Markets Archive

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Highlights

Tensions

Waiting to see what happens in the Middle East this weekend

Highlights

Stocks on Edge

The next two weeks could be bad for stocks. Then we see if retail money comes back.

Rabbit Holes

Running out of narratives

Crypto appears to have reached an important milestone as it matures into a mainstream but still-contentious asset class.

Highlights

JPY NFP

Maybe this bullish JPY trade is real?

Highlights

Japan hmm + Jobs + CPI

We have a two-day regime shift in the JPY. Can it continue?

Highlights

Data Trifecta

Attention was on non-U.S. macro and U.S. tech. This week we pivot to U.S. Macro.

Friday Speedrun

Silver Crash

Silver has its 1987 moment

The Macro Trading Floor podcast

Catch up with Brent Donnelly and Macro Alf every week on The Macro Trading Floor. Listen as they discuss themes that are moving markets, highlight important trade ideas, and get to the bottom of what’s going on in macro.

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Mauldin Economics

50 Trades in 50 Weeks

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