Thales Research
Aatu KokkilaGlobal macro event trading alpha from a Finnish research shop with a 10-year trading track record and 700% + gross returns.
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 10 |
| Subscribers | Read | thalesresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Reviewing the FOMC & the BOJ
#### FOMC Review – Frustrating progress on inflation
Fed December Preview – Inflation Risks Back in the Spotlight
The final Fed meeting is around the corner. A rate cut is a done deal, and the focus is on the FED’s guidance with regards to inflation risks, potential for January cuts and of course whether the Fed projects two or three rate cuts in 2025....
BOJ preview – No Repeat of the Carry Trade Saga
The BOJ is closing out a turbulent year with its final meeting for the year. Most of us have fresh in mind the carry trade meltdown from August, which we think is very unlikely to repeat in the December meeting and yen risks are decisively ...
Presidential Election Review
The US presidential election resulted in a smashing Trump victory with republicans also winning the senate and the house in a so called “Trump sweep”. The dollar strengthened roughly 200 points with Bond yields collapsing 20 bps.
Authors
The writers behind this newsletter.
Traded and researched macroeconomic events for 12 years. My former adventures include managing a UCITS hedge fund & being the number one player on World of Warcraft. Currently running a research company with a tight-knit team of four people.
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