The Spectra Markets Library

highlights
am/FX

Do sci-fi fanbois dream of discounted cash flow?

SPCX: stock or memecoin?

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friday speedrun
Friday Speedrun

It’s almost too textbook

Many scary factors are lining up at once.

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am/FX

People are long USD but expect dovish Warsh hmm

Positioning does not match expected event risk

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am/FX

All sorts of stuff

FX vol, Google, jobs, MOF, and more

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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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