The Spectra Markets Archive

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Fun part over?

USDJPY will probably stabilize here and trade 155/159.

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On being wrong + GBPJPY

How I got mindpretzeled into a Fed hike call. Short GBPJPY for BOJ and month end

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Hike is bullish bonds

All the game theory stuff says he should hike; does Warsh have the daring?

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Scarier

Rising yields and energy are getting scarier, but are too familiar to be truly terrifying

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The runup into Fed

Buying AUDUSD puts as it’s time for markets to get nervous about a hawkish FOMC

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FOMC and TT

Some quick thoughts on Fed and Turnaround Tuesday

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Getting towards flat

The next 10 days could be a slog, and I don’t want to be long a ton of vol

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