The Spectra Markets Library

highlights
am/FX

USDJPY vs Rates

The interest rate differential vs. USDJPY correlation is gone for now.

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am/FX

Fed, Japan, and learnings

Waller is on his own, the Japanese election is underhyped and two trading tips

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am/FX

Resale Tales

I lean towards weak Retail Sales, but I am not quite sure what to do about it.

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am/FX

USD GBP and CIT

It always feels like we’re waiting for something

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am/FX

Cable puts

So many potential GBP catalysts this week just as the pound breaks down.

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friday speedrun
Friday Speedrun

Rainbows and Lollipops

There’s nothing left to worry about

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am/FX

Tariffs, GBP, and Fed

We have successfully climbed the Wall of Worry

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am/FX

Brazil Tariffs

Most are viewing this as an instafade, which makes sense, but warrants caution.

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highlights
am/FX

His name is Tarcísio

Too many USD bears. Too early for the long BRL home run.

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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.

Professional skills for finance.

Tap into the wisdom of the most respected names in global markets. Connect theory to practice and advance your career.