Michael Spencer
FX, macro & derivatives insights from 25+ years in global markets covering hedge funds across London and Asia. Writing on volatility, liquidity, positioning and trade expression. Japan & Classical Music enthusiast, & keeping fit.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 38 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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mspen.substack.comLatest Issues
China: Acute weakness
Perhaps explains the weakness of AUD on the crosses - though as my good friend points out, Australia also has a weak Current Account Deficit AND long positioning
In Andrew Hunt’s latest note, ‘China: Acute weakness’, Andrew highlights the...
From London to Fukuoka: A Beautiful Blend of Cultures in Our Daughter’s Wedding
From London to Fukuoka: A Beautiful Blend of Cultures in Our Daughter’s Wedding
From our own cross-cultural vows in 1994 to hers in Fukuoka—family, tradition, and a journey full circle
This Substack is reader-supported. To receive new po...
Japan: JGBs and Monetary Stability
I have spent this week in Japan, & it was interesting to hear how Corporates are not selling USDs, preferring to hold onto them to pay for expensive imports - indeed, some are selling other currencies to get hold of USDs. I wonder if this c...
Private Credit + Oil = recession in the US
If global capital flows stall, the USD will weaken. Buy dips in Gold.
TLDR: The slow down in private credit and impact of Oil may cause a recession & the FRB may have to cut. The USD will weaken as global capital flows stall.
Time to buy Gold - again
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Gold in RMB terms is expensive but seasonal patterns around Chinese NY are supportive for Metals - Charts from Nicky Shiels at MKS PAMP below
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..its not only China buying Gold, National Bank of Poland etc also buy
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With the inc...
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FX, macro & derivatives insights from 25+ years in global markets covering hedge funds across London and Asia. Writing on volatility, liquidity, positioning and trade expression. Japan & Classical Music enthusiast, & keeping fit.
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