The Spectra Markets Library

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am/FX

Some thoughts on when the boredom ends

Patience and alert readiness for now

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am/FX

Economics vs. Credibility

There are two ways to frame Fed policy

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am/FX

European energy and political risks

Is it too early to talk about 2027?

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am/FX

Macro themes, CPI and FX Carry

AUDCNH? Ok!

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am/FX

JPY BOJ RSI SPCX CNH

USDJPY 152.50/160.50 on the wide

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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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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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understand global macro trading.”

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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.