The Spectra Markets Library

friday speedrun
Friday Speedrun

Silver Crash

Silver has its 1987 moment

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am/FX

Meet the new boss…

Same as the old boss

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am/FX

USD bears passed the test but…

A few yellow flags starting to pop up

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am/FX

Corps and FOMC then blue skies

USD bears need to survive corporate month end and FOMC then blue skies ahead

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am/FX

JPY XAG and more

Sell America Wave 2 is in full force

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am/FX

They haven’t even sold yet

USDJPY drops 3.5% on verbal intervention / moral suasion

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friday speedrun
Friday Speedrun

Demand shocks!

US assets may suffer scarring from repeated policy shenanigans.

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am/FX

Hysteresis

US policy shenanigans inflict scars

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am/FX

GPIF, JPY, AUD, RBA

FX and other thoughts for a Thursday

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highlights
am/FX

Bracing for the second wave

The USD is at risk again, but February 1 might be better timing

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am/FX

Estimate p(chaos)

Time to decide whether or not this is about to get real

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rabbit holes
am/FX

Recreational Buddhism

My thoughts after a hardcore 5-day meditation retreat.

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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.