Category: US

Spectra Markets | am/FX: USDJPY and NFP

Short & to the point today

My Recent AI Buildout Opportunity Trades

Targets Hit: Cashing Out of the U.S. for China’s AI Boom

Day 110 | The Islamabad Declaration: What’s in the Deal?

2 versions of 1 MoU — clause-by-clause analysis

Day 100: Iran Breaks the De-Escalation Trap

Missile strikes on Israel in retaliation for Lebanon

Fade CB Rate Hikes

2026 Will Not Be A Repeat of The 2021-23 Inflationary Cycle, Fade CB Rate Hikes

TRADE SIGNAL | U.S. Rates | El-Niño/La-Niña Recessions

Summer’s approaching—the annual recessionistas are awakening

US-Iran | Triple TACO Tuesday

Event timelines from the battlefield

Oil Will Not Ignite 2021/22 inflation

Slowing Growth And Housing Affordability Will Drive The Fed

US-Iran-Israel | Quick Update [April 15, 2026]

Will POTUS force Bibi to quit in Lebanon?

US-Iran Talks | Update [April 10, 2026]

While you wait for Iranians to show up…