Archive - PA - Global Macro

The Great Currency Intervention

What next for the Yen?

24 hrs ago • PA - Global Macro

Macro FX Trade Corner

Aug 3 • PA - Global Macro

Attack the Week (ATW)

Tremors of July / The Yen / Calendar / Dashboard Analysis / Asset Allocation / FX Book

Aug 3 • PA - Global Macro

July 2026

Friday Thoughts

Warsh-ed / Capitulation nearing ? / Macro Reflections

Jul 31 • PA - Global Macro

The Warsh Doctrine

If the Federal Reserve speaks less, markets may have to think more.

Jul 27 • PA - Global Macro

Attack the Week (ATW)

On Fridge Magnets / Macro FX Spreadsheet / Weekly Calendar / Asset Allocation Update

Jul 26 • PA - Global Macro

Friday Thoughts

Markets want Truth / Macro Dinner Notes / Macro Week in Review

Jul 24 • PA - Global Macro

A Walk Down STIR Lane

Carry, Taylor rules and mispricings across 7 curves ahead of the July meeting cluster

Jul 21 • PA - Global Macro

Attack the Week (ATW)

Playing Not to Lose / Weekly Calendar / Dashboard / FX Spreadsheet / Asset Allocation

Jul 19 • PA - Global Macro

Friday Thoughts

Bull Run Corrections / Self Mastery Series

Jul 17 • PA - Global Macro

The Investor in the Mirror

Why mastering yourself—not the market—is the greatest edge you will ever have.

Jul 16 • PA - Global Macro

Pre-CPI Thoughts

Markets have embraced the disinflation narrative. But inflation isn't disappearing — it may simply be changing its source

Jul 13 • PA - Global Macro

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