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PA - Global Macro

Hundreds of paid subscribers

Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.

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Substack
PricingFreemiumPublishesDaily
Issues707Founded4 years agoLast Issue5 days ago
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Latest Issues

Kant facing real markets of 2026

Rates, currencies, and expectations as experiments of speculative reason

In the following post, I will continue my attempt to place Kantian philosophy aboard the speeding train of the financial markets in 2026. I will begin by immediately...

5 days ago
4
Paid

Attack the Week (ATW)

October Volatility / Q4 Equity Outlook / Calendar / Dashboard / Macro FX PnL

Sunday Thoughts

7 days ago
5
Paid

Friday Thoughts

Sovereign Risks / Q4 Opportunities / Bessent’s Options

The fourth quarter is upon us, and historically, these are the 3 months when things can get spicy. Seasonally, these months also mark the best feeding ground for macro hedge fund strat...

10 days ago
3
Paid

Macro FX Trade Corner

October 2026

Sometimes the most useful trade is the one you don’t put on.

12 days ago
5
Paid

Attack the Week (ATW)

Real Opportunities / Weekly Calendar / Dashboard / Macro FX / Asset Allocation Update

Sunday Thoughts

14 days ago
3
Paid

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  • PA - Global Macro

    Macro Investor and Observer. Creator of PA - Global Macro. Life-long learner. My views only. 2+ decades of institutional & HF experience. No investment advice.

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