PA - Global Macro

PA - Global Macro

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Friday Thoughts
Taco Fatigue? How should Central Banks react? Chart Thoughts
2 hrs ago • Paper Alfa
Macro Dashboard Update
New Signs are Emerging
Mar 25 • Paper Alfa
Macro Dashboard Upate
Taco Time / Dashboard Upgrades
Mar 23 • Paper Alfa
Macro Dashboard + Chart Book
Indices - Stocks - ETFs - Sectors - Rates - FX - Commodities - Crypto
Mar 21 • Paper Alfa
Chart Book & Dashboard (New)
Charts & Dashboard for the Weekend
Mar 14 • Paper Alfa
Friday Thoughts
Week 2 of War / Observations & 3 Trade Ideas
Mar 12 • Paper Alfa
Chart Book
Full 250+ Charts across Global Macro Markets
Mar 7 • Paper Alfa
Friday Thoughts
A Week for the Memories / 2022 Redux? / Where are the Opportunities?
Mar 5 • Paper Alfa
Friday Thoughts
AI's next act / 2026 portfolio +9.4% YTD / Macro Data & Central Banks
Feb 26 • Paper Alfa
Friday Chart Book
Rotation & Curves / Macro Week in Review / 250+ Chart Updates
Feb 20 • Paper Alfa
Friday Chart Book
Macro Observation Deck / Week in Review / 250+ Chart Updates
Feb 13 • Paper Alfa
Friday Chart Book
De-Risking / Central Bank Week / 250+ Chart Updates
Feb 6 • Paper Alfa
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