PA - Global Macro

PA - Global Macro

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Friday Thoughts
Are Real Rates attractive? / Macro Charts Study / Macro Week in Review
Aug 14 • PA - Global Macro
Friday Thoughts
Giving Thanks / Upside Option Chasing / Yen Valuation - Technicals
Aug 7 • PA - Global Macro
Friday Thoughts
Warsh-ed / Capitulation nearing ? / Macro Reflections
Jul 31 • PA - Global Macro
Friday Thoughts
Of Correlation and Volatility Spikes / Macro Thoughts on Rates
Jul 10 • PA - Global Macro
Friday Thoughts
Macro Tremors / Macro FX Trade Corner
Jul 3 • PA - Global Macro
Macro FX Trade Corner
New Trades for July
Jul 3 • PA - Global Macro
Friday Thoughts
Warsh + 1 Week / 3 Years on / What's next?
Jun 26 • PA - Global Macro
Friday Thoughts
Trading on the Road / Review of the Macro Week
Jun 12 • PA - Global Macro
Macro FX
June Trade Corner
Jun 9 • PA - Global Macro
Friday Thoughts
On the Road / Macro Framework / New PA-GlobalMacro tools
Jun 5 • PA - Global Macro
Friday Thoughts
What is Gold telling us?
May 29 • PA - Global Macro
Friday Thoughts
Current Thoughts / FX Vol too cheap / Long Weekend ahead
May 22 • PA - Global Macro
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