The Spectra Markets Library

rabbit holes
am/FX

CAD and Rabbit Hole #18

This piece is mostly for people who are interested in backtesting

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am/FX

France, stocks, USDCAD

This could be a consolidation week as crosswinds now blow in FX and equities

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friday speedrun
Friday Speedrun

A crisis of faith

The U.S. economy is a one-legged stool.

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am/FX

Quick blurbs BRL CAD Fed

We don’t waste pixels on Friday

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am/FX

What does the dollar do if AI turns?

The question of the day!

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am/FX

CPI, QQQ, USD

Today’s CPI has had a larger impact than I expected.

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am/FX

AI weebles, wobbles

Taking a quick shot at short USD here. Not core or macro, just guerrilla.

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friday speedrun
Friday Speedrun

Plutogerontocracy

There are weeks where nothing happens; and there are weeks where decades happen. This was the former.

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am/FX

Consolidasche

The USD is overbought but there is no reason to sell dollars.

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am/FX

Stocks, midterms, BRL, PBoC

Lots to think about right now.

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highlights
am/FX

Taking a shot from the bear side

A nice setup to try a 2.4-to-1 play from the short side in QQQ

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am/FX

USD, BRL, and Breadth

Consolidation is boring, bad breadth is a chupacabra

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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.

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