The Spectra Markets Archive

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Highlights

Short CAD

Canada is struggling and it’s not really priced in to the currency

Highlights

Cmon man

Warsh has cherry-picked a low and lagging inflation series hmmm

Highlights

PCE MOF

Some scenarios for PCE and thoughts on MOF

Highlights

RBNZ and and and

The new governor of the Reserve Bank of New Zealand is in a tough spot

Highlights

USD Fed NVDA

Sentiment and positioning are getting more bullish USD; I want to see Waller

Highlights

Nuggets

Talking supply chains, tradexyz, SPCX, etc.

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