The Spectra Markets Library

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am/FX

USDJPY KRW jobs GOOG

Thinking about USDJPY, USDKRW, and Google’s issuance

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am/FX

Short CAD

Canada is struggling and it’s not really priced in to the currency

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am/FX

Cmon man

Warsh has cherry-picked a low and lagging inflation series hmmm

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am/FX

PCE MOF

Some scenarios for PCE and thoughts on MOF

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am/FX

Month-end still doesn’t work

Checking in on the month-end models and some other topics

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am/FX

RBNZ and and and

The new governor of the Reserve Bank of New Zealand is in a tough spot

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friday speedrun
Friday Speedrun

Priced, priced, baby

The hike is priced now what ?

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am/FX

Waller . Asia FX . Gold

Waller spoke and it was noncommittal

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am/FX

EURUSD Waller SPCX etc.

The risk/reward on short EURUSD no longer looks compelling

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am/FX

USD Fed NVDA

Sentiment and positioning are getting more bullish USD; I want to see Waller

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am/FX

Nuggets

Talking supply chains, tradexyz, SPCX, etc.

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am/FX

EUR gold Waller

I am excited to see what Chris Waller has to say

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