podcasts

Animal Spirits Running Loose

March 8, 2024

This week we discuss USD weakness, the center of the USD smile, the ipmortance of the March 12 CPI release, the BOJ and much, much more.

More from the Spectra Markets Library

subscriber

October 22, 2024

am/FX

USDCNH looks like positive EV but there are four caveats. Short USDCAD into BoC.

Read now

subscriber

October 21, 2024

am/FX

I think it will be very hard for 2025 Bank of Canada pricing to come true.

Read now

friday speedrun

October 18, 2024

Friday Speedrun

Macro is a whirlpool right now with China stimmy, US elections, and stonking US data all competing for airtime.

Read now