The Spectra Markets Library

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am/FX

To the Sidelines

Time to step back and take stock

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am/FX

Yen update

Charts and thoughts

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am/FX

Currencies and jobs

Going through the trade salad and talking FX

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am/FX

USDBRL up/down election pattern

A behavioral and hedging pattern around Brazilian elections

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am/FX

Parsing

Going through Warsh’s statements to land on PPI

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friday speedrun
Friday Speedrun

How did you go bankrupt? Gradually… And then gradually.

Nothing is certain but Debt and Taxes.

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am/FX

Reports on the death of month-end were greatly exaggerated

If trading was easy, it wouldn’t pay so well.

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am/FX

Everybody loves AUDNZD

And so do I.

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am/FX

NVDA + Jackson Hole = pin trade

Not all catalysts are real

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am/FX

Sanctions, GOAT v. Pangram, and crypto

People are happy to consume ultra-processed prose

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am/FX

Canada, NZ, and ETH

The ETH and BMNR comment is very near the end

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am/FX

Where to from here

A three-handed view

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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.”

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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.

Professional skills for finance.

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