The Spectra Markets Library

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am/FX

XAG: 2011 redux

It’s déja vu all over again

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am/FX

Notes from Singapore

Everyone is still short dollars, but the reasoning feels wobbly

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am/FX

USDJPY, the last few pips, and more

Do you constantly recalibrate, or stick to the plan?

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am/FX

RBNZ, dollar bid, USDCAD, vol

Time sensitive and price-insensitive USD buyers are in control, short-term

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am/FX

DC Shutdowns are mostly but not totally irrelevant

They can matter a bit, even though we are blasé about them

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am/FX

Stocks and the USD

Quick thoughts on stocks and FX

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am/FX

What can’t go down

Often goes up

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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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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.

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