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FOMC Day
Inflection Points & Market Set-up
16 hrs ago
•
Paper Alfa
4
Friday Chart Book
New ATHs / Geopolitics & Charts
Sep 12
•
Paper Alfa
7
Friday Chart Book
Ahead of Payrolls / Bonds on key levels / Sovereign risk & yield curves
Sep 5
•
Paper Alfa
9
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
Friday Chart Book
Jackson Hole Takes / Geopolitics & Charts
Aug 22
•
Paper Alfa
2
Friday Chart Book
Risk Parity / Gold re-valuation / Alaska Party
Aug 15
•
Paper Alfa
5
Friday Chart Book
Waiting for CPI / Gold Tariff Impact / Preparing for Stagflation
Aug 8
•
Paper Alfa
6
Trade Corner
New Macro FX Trades
Aug 5
•
Paper Alfa
4
Friday Chart Book
Powell Stands Still / Equity Margin Debt / New Trade
Aug 1
•
Paper Alfa
5
Friday Chart Book
Tariff Math / Trade for a Slowdown / ECB & Japan
Jul 25
•
Paper Alfa
7
Mid-Week Update
Bonds attempt a Comeback, Gold, USD
Jul 22
•
Paper Alfa
3
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