The Spectra Markets Library

highlights
am/FX

Flywheels all the way down

Interconnected, government-backed flywheels drive everything

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am/FX

Time of day flip

Asia doesn’t sell USD or buy gold anymore.

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am/FX

NASDAQ, USD, EURCAD

Low vol meltup doesn’t mean much. USD wobbling on the edge. CAD cooked.

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am/FX

FX malaise is always transitory

1-week EURUSD on a 6 handle into FOMC is not what you want to see.

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am/FX

3% is the new 2%

It’s fine.

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am/FX

PPI is ZZZ

Alrighty then.

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highlights
am/FX

Dinner with EU pension funds

TINA is hard to resist

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friday speedrun
Friday Speedrun

Jobs are not plentiful

Hmm. Last week, I tried reacceleration on like a hat, but it didn’t fit very well.

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am/FX

Bullish USDCAD

There is too much bad news for the market to keep ignoring Canada

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am/FX

RSI convexity and more

Comments relevant to backtesters and confusion over an early UK meme

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am/FX

Events, gold, NFP, 30yy, and TRON

Global yields chugging higher again

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am/FX

Cutting into reacceleration?

Global yields chugging higher again

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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.