The Spectra Markets Library

highlights
am/FX

Course d’autruches

The French ostrich race could turn EURCHF

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am/FX

Back

The USD rally makes sense, but I don’t want to chase it

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friday speedrun
Friday Speedrun

Backtest of Qualifying Barts

Yields up, stocks shrug, Bart’s a continuation pattern.

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am/FX

Seasonals and commods

End of September looms and commodity currencies are commodity currencies again

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am/FX

PPI before CPI

Predictive powers

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am/FX

The Big Reveal

At least $4B

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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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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.