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Attack the Week (ATW)
Tremors of July / The Yen / Calendar / Dashboard Analysis / Asset Allocation / FX Book
Aug 3
•
PA - Global Macro
2
Attack the Week (ATW)
On Fridge Magnets / Macro FX Spreadsheet / Weekly Calendar / Asset Allocation Update
Jul 26
•
PA - Global Macro
4
Attack the Week (ATW)
Playing Not to Lose / Weekly Calendar / Dashboard / FX Spreadsheet / Asset Allocation
Jul 19
•
PA - Global Macro
2
2
Attack the Week (ATW)
On Purpose / Calendar / FX Book Update / Dashboard Analysis / PAAM Asset Allocation
Jul 12
•
PA - Global Macro
2
Attack the Week (ATW)
America at 250 / Calendar / Dashboard Summary / Macro FX / Asset Allocation Update
Jul 5
•
PA - Global Macro
6
2
Attack the Week (ATW)
Market Whispers / Weekly Calendar / Macro FX Spreadsheet / Dashboard / Asset Allocation
Jun 28
•
PA - Global Macro
6
1
Attack the Week (ATW)
Unnerving Calm / Weekly Calendar / Macro FX Spreadsheet / Asset Allocation Update
Jun 21
•
PA - Global Macro
8
Attack the Week (ATW)
Art & Markets / FX Spreadsheet / Weekly Calendar / Dashboard Scan / Allocation Model
Jun 14
•
PA - Global Macro
4
Attack the Week (ATW)
What follows Friday's bloodbath? / Calendar / Dashboard Analysis / Model Update
Jun 7
•
PA - Global Macro
3
Sunday Thoughts
Anti-AI / Weekly Calendar / Dashboard Scan / Asset Allocation Update
May 31
•
PA - Global Macro
5
Attack the Week (ATW)
Hot Macro Views / Calendar / Dashboard Stories / Asset Allocation Update
May 25
•
PA - Global Macro
4
1
Attack the Week (ATW)
Fed Chair Transition History / Weekly Calendar / Asset Allocation Model Update
May 17
•
PA - Global Macro
5
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