The Spectra Markets Archive

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Purgatory

The USD needs a steady stream of good news to rally and it’s not getting that.

Highlights

CAD, hubris, and BABA

As we await the details on reciprocal tariffs, BABA steals the spotlight

Highlights

CPI CAD AfD

CPI fits the seasonal pattern, USDCAD should go higher, German elections coming.

Highlights

Not Tradable

You can’t front run the Mar-a-Lago Accord, just like you could not front run the Shanghai Accord

Highlights

Desensitization

As the zone becomes more and more flooded, the market becomes desensitized

Friday Speedrun

DeepSeek Freak

They shot first and asked questions later.

Highlights

Sunday Gap Incoming?

The CAD story is so complicated, but that’s what makes it fun!

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CAD is Tricky

A bit of a sentiment frenzy in CAD. ETH is interesting for the first time in ages.

Highlights

Staying Ready

The relentless trickle of headlines makes it hard to stay alert, but we must.

Highlights

Freak Out

It’s not the same as May 2023, but it’s also not completely different.

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