The Spectra Markets Library

friday speedrun
Friday Speedrun

No more recessions

Nothing to see here on NFP, folks. Move along.

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am/FX

Jobs and CNH

Simon Flint calling for a stall in CNH appreciation

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am/FX

Jobs, JPY, etc.

NFP matters but not as much as CPI

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am/FX

SPCX, vol delta, QQQ

Nothing in here about yen

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am/FX

More on JPY

Coordinated intervention is not a one-way bet, especially this time

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am/FX

Fun part over?

USDJPY will probably stabilize here and trade 155/159.

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friday speedrun
Friday Speedrun

A week to remember

A crazy week has ended.

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am/FX

Japan, stocks, calendar

Things are slowly moving in favor of the JPY. Slowly.

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am/FX

On being wrong + GBPJPY

How I got mindpretzeled into a Fed hike call. Short GBPJPY for BOJ and month end

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highlights
am/FX

Hike is bullish bonds

All the game theory stuff says he should hike; does Warsh have the daring?

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am/FX

FOMC, stocks, and BTC

Does the Committee have the courage to hike?

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friday speedrun
Friday Speedrun

It all sounds familiar

Here we go 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.