Global 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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#### FOMC Review – Frustrating progress on inflation
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....
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 ...
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.
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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