The Spectra Markets Archive

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Friday Speedrun

Apocalypse Later

Peak fear to sugarplums in two weeks

Subscriber-only

EURSEK etc.

EURSEK up/down

Highlights

USDCNH put fly

Vols are low so this thing pays 9:1

Subscriber-only

Taking a shot at short USD

Sometimes obvious trades can be okay, when they’re not well-subscribed

Subscriber-only

BOJ, gilts, USD

This feels a bit like last December; some caution warranted if USDJPY gets to 153.70

Highlights

RBNZ, USD, QQQ/BTC

Hawkish RBNZ worked. Once month end is over, the USD could fall.

Friday Speedrun

They rang a bell

It’s all gone Pete Tong despite okay results from NVDA and NFP

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