The Spectra Markets Library

friday speedrun
Friday Speedrun

Three More Sleeps

Three more sleeps ’til Tariff Time!

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am/FX

Euphoria to panic

Quite an amazing shift in narrative and price over the last 30 days.

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friday speedrun
Friday Speedrun

Policy Bingo

10 days til Policy Bingo begins in earnest.

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am/FX

UK, AUD, “Green”land

There’s plenty going on, but I am a bit paralyzed by the looming threat of tariffs

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am/FX

Underpriced

Suddenly, massive tariffs look underpriced again.

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am/FX

On Tenterhooks

Watershed trinary event in ~13 days

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highlights
am/FX

But is it clickbait?

It’s impossible to ignore the WaPo article, but get ready for a reversal, too.

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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.