The Spectra Markets Library

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am/FX

JPY NZ and BTC

We remain mostly in between narratives

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am/FX

What time is the MOF?

The speed of USDJPY does not justify intervention but levels might soon

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NEH

The kneejerk on the DOJ news is unlikely to evolve into a lasting theme

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friday speedrun
Friday Speedrun

2026 has begun

The soft landing that started in 2023 continues into 2026.

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am/FX

Jobs, BCOM, Calendar

The BCOM footprint has been small so far

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Not a commodity bull market

It’s just metals, really (and cattle)

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Various

Bonds, silver, SCOTUS, Copper/Oil

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Jiggly JOLTS

I like lower JOLTS

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am/FX

Three arguments for TLT

The “hot US consumer” narrative might itself be too hot

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am/FX

It’s not just X. It’s Y.

Navigating the Age of AI Slop

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friday speedrun
Friday Speedrun

I honestly thought today was Friday

A poetic year for markets.

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am/FX

2026!

Silver WSB, etc.

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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.

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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.

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