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Attack the Week (ATW)
Experiences, Analogues and another Fed cutting cycle
Sep 14
•
Paper Alfa
10
The New World Order
Geopolitics without the US
Sep 13
•
Paper Alfa
7
Friday Chart Book
New ATHs / Geopolitics & Charts
Sep 12
•
Paper Alfa
7
The United Kingdom
Current State of Affairs
Sep 10
•
Paper Alfa
6
What's next for Gold
Are we setting up for a major trap?
Sep 9
•
Paper Alfa
7
Attack the Week (ATW)
Post-NFP Thoughts / Decline of the West / Charts
Sep 7
•
Paper Alfa
6
Friday Chart Book
Ahead of Payrolls / Bonds on key levels / Sovereign risk & yield curves
Sep 5
•
Paper Alfa
9
The World's Debt
Stephen Miran the Trojan Horse
Sep 3
•
Paper Alfa
3
Trade Corner
New FX Macro Trades for September
Sep 2
•
Paper Alfa
4
Attack the Week (ATW)
Seasonality & The Return of Volatility
Sep 1
•
Paper Alfa
10
August 2025
Friday Chart Book
Real Rates / Curve Narratives / Fed Pressure and French Politics
Aug 29
•
Paper Alfa
9
Mid-Week Thoughts
What's Cooking?
Aug 26
•
Paper Alfa
3
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