Archive - fx:macro

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A wild week with a lot of worrying developments...

Oct 1

A word about weather futures, Mean Field Theory and whales in markets

Sep 28

What a crazy week... four central banks, a yen intervention, a few PMIs...

Sep 24

Expect a market bottom somewhere between November and Q1/2023

Sep 21

Just the review part this week...

Sep 17

A chat with the father of derivatives

Sep 14

Three central banks, a milestone for the newsletter and a holiday next week...

Sep 10

A chat about energy, deglobalization, the dollar and how to position your portfolio going forward

Sep 7

Goldilocks PMI, bear market continues...

Sep 3

A chat about the endgame of the current monetary system

Aug 31

Nightmarish PMIs, neutral ECB Minutes, a hawkish Jackson Hole speech and more

Aug 27

Some insights on agriculture

Aug 24

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