The Spectra Markets Archive

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Highlights

Events

A BOJ hike has been priced out and the Fed might send in the hawks.

Friday Speedrun

Sticky Prices

Q1 2025 is looking rather binary.

Highlights

Tretten

Quick thoughts on EUR, VIX, CAD vol, and next week’s spectacular action menu

Highlights

Fed, China, BTC

Two low probability, but potentially high-impact events this week

Friday Speedrun

Six Digits!

We eagerly await Trump’s actual policies while feverishly speculating on what they might be.

Highlights

NFP plus

Short note today because it’s Friday.

Highlights

UK Tops

Two or three times per year I like to zoom out and rank the relative yields

The Macro Trading Floor podcast

Catch up with Brent Donnelly and Macro Alf every week on The Macro Trading Floor. Listen as they discuss themes that are moving markets, highlight important trade ideas, and get to the bottom of what’s going on in macro.

“am/FX is a must read for everyone who wants to
understand global macro trading.”

John Mauldin, Chairman
Mauldin Economics

50 Trades in 50 Weeks

One year of good ideas, dumb mistakes, and timeless trading lessons over a wide range of topics like tactics, strategy, mindset, risk management, and of course the psychology of successful trading. Watch real trade ideas come to life in real time.

We do not teach trading strategies.

We teach you how to think, reason, and behave like someone who makes money.