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Thales Research

Aatu Kokkila

Global macro event trading alpha from a Finnish research shop with a 10-year trading track record and 700% + gross returns.

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Substack
PricingOnly free issuesPublishesWeekly
Issues6SubscribersRead thalesresearch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Event research - Japan's MOF FX Market Interventions

The Ministry of Finance (MOF) in Japan intervened several times in the FX market throughout 2022-2024. In this article, we will offer a deep dive into our internal research, back tests and trading processes for the interventions. While the ...

2 months ago
10
2

NFP Preview – Never mind the hype, see you in November

Since August’s surprise rise in the unemployment rate and the subsequent market reaction in both stocks and the unravelling of carry trade in JPY, the US labour market’s data has become the most important economic news piece for the markets...

3 months ago
9
0

Authors

The writers behind this newsletter.

  • Aatu Kokkila

    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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