PPI predicts CPI, sometimes.
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.
The Spectra Markets Archive
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The Flippening + long AUDNZD
The remarkable rebound in Dem hopes and a runup trade in AUDNZD.
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A bit like 2018
This cycle looks a bit like the one in 2018. It ended similarly too, so far.
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VAR Shock
It’s all blowing up right now, but tomorrow is Tuesday. First, be ready for ISM!
Friday Speedrun
Run to the Hills
50bps is now very likely to be the size of the first cut, which will be delivered at the September FOMC meeting.
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Bank of Japan
The arguments in favor of a hike are stronger than the arguments against.
Friday Speedrun
Degrossed
It’s not so much the “WHY?” as the “WHAT?” that matters most in markets. Keep your eyes peeled for good news / bad price setups.
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JPY and Cable
Taking profit on the USDJPY and looking for a way to get short GBPUSD for corporate month end.
The Macro Trading Floor podcast
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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.
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