The Spectra Markets Archive

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Highlights

Cable puts

So many potential GBP catalysts this week just as the pound breaks down.

Highlights

Brazil Tariffs

Most are viewing this as an instafade, which makes sense, but warrants caution.

Highlights

Six Themes

I have returned from Brazil. The consensus is strong, but exposure is modest

Friday Speedrun

Push and Pull

It was a week of crosscurrents and contradiction

Highlights

Iran and EURUSD updates

The risk reversal is a bit of a yellow flag in euro, even though I don’t want to believe it

Highlights

Fedspectations

President Nixon’s War on Drugs began on this day in 1971 Current Views Flat Fed Thank you to the 346 respondents in yesterday’s Fed survey. Here are the results, with…

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