The Macro Trading Floor

Time For The Fed To Turn Dovish?

Another $5 Trillion of US Deficits in 10 Years: Now What?

Recession Risks & Reflexivity

Trillions of US Dollars To Sell?!

The Bond Vigilantes Are Here

You Ready For Liberation Day?

Wake Up: The German Fiscal Stimulus Is Huge

Growth Scare: Yes or No?

The Next Big Macro Trade

How To Trade Tariff Day

The UK Bond Market Is Imploding

The Most Hawkish Fed In Years - What Now?

The US Dilemma in 2025

Trading Trump 2.0

Trump's Secret Agenda

The Bond Market Is On Fire

Financial Repression Is Here To Stay

What If The Fed Made a Mistake?

Macro Risks On The Horizon

Unpacking The Chinese Stimulus Bazooka

How To Trade The Fed Cutting Cycle

The World is Different Now

Will The Fed Cut by 25 or 50 bps?

How & When The Best Macro Investors Use Options

A Tale of Crowded Macro Trades

Macro Mayhem!

Explaining This Brutal Stocks Sell-Off

Where To Find Cheap Macro Optionality

It's Macro ShowTime!

Option Markets Are Eating The World

What Powell Really Meant

Risk Management Principles

Don't Make This Mistake

How Macro Traders Navigate Uncertainties

How To Trade Macro Now?

Early Signs of Weakness

A New Fed Put?

A Contrarian Macro Thesis

What if Hikes are Stimulative?!

Yes, But What Will Break Markets?

The Next Big Trade?

Macro Traders Reflections

Dario Perkins: These Central Banks Better Pivot Fast

Volatility is Coming

Animal Spirits Running Loose

Macro Opportunities Around The World

It's Back!

This Is It

The ECB Hikes As The Fed Pauses - Is This 2008 Again?

It's All About Liquidity & Inflation Now