The Spectra Markets Archive

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Highlights

The dollar isnae deid

Most of the pillars of the big USD down trade have crumbled

Highlights

Time to buy vol

It’s that time of year, and there is no shortage of catalysts

Highlights

ToT is not for me

AUD and CAD have not been ToT trades post-COVID

Highlights

USDJPY vs Rates

The interest rate differential vs. USDJPY correlation is gone for now.

Highlights

Fed, Japan, and learnings

Waller is on his own, the Japanese election is underhyped and two trading tips

Highlights

Resale Tales

I lean towards weak Retail Sales, but I am not quite sure what to do about it.

Highlights

USD GBP and CIT

It always feels like we’re waiting for something

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