Archive - PA - Global Macro

Attack the Week (ATW)

America at 250 / Calendar / Dashboard Summary / Macro FX / Asset Allocation Update

Jul 5 • Paper Alfa

Friday Thoughts

Macro Tremors / Macro FX Trade Corner

Jul 3 • Paper Alfa

Macro FX Trade Corner

New Trades for July

Jul 3 • Paper Alfa

From Alan Greenspan to Kevin Warsh

On Monetary Philosophy, Market Discipline, and the Return of Uncertainty

Jul 1 • Paper Alfa

June 2026

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts