The Spectra Markets Library

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am/FX

Seeking to encourage

When the government seeks to encourage GPIF, they will comply

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am/FX

Explaining yen

Yes, it’s the fiscal and monetary mix but I need more than that to trade it

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highlights
am/FX

Past performance

Summary results of my 2026 trade ideas + some other stuff like USDJPY and MU

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am/FX

RBNZ Day

I like short NZDJPY into RBNZ

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Jury still out

My dovish view is sort of working, but the jury is still out

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NFP MOF

A preview of NFP

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USDJPY and NFP

NFP has taken on ginormous importance

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TOtB and USDKRW

Promoting my new book while adding another USD short

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friday speedrun
Friday Speedrun

Hawkish

Big 360 on the Fed.

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am/FX

USDMXN put fly

Adding another USD short

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Peaky

The inflation story should get steadily better from here

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Warsh, EUR, Burnham, MU

MU in the spotlight as the USD buyers remain in control

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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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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.