The Spectra Markets Archive

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Friday Speedrun

Reacceleration

The soft patch wasn’t particularly soft and now we’re ready to rip again

Highlights

Cook, PCE, BLS, etc.

A series of short bursts of prose each discussing a separate topic

Highlights

USD, France, NVDA

Micro USDJPY buying, macro watching France, traders watching NVDA

Highlights

Does it matter?

I don’t think that either French politics or Lisa Cook’s firing are tradable.

Friday Speedrun

Run it hot

Powell was hawkish now he’s dovish

Highlights

FOMC and AI

They’re all that matter right now

Highlights

Three Big Themes

Zooming out a bit to look at AI, labor supply, and bubbliciousness

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