Authors

Subscribe:.rss.atom.json.md

Publishes 1 feed

• 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.

  10 posts · theirs

Lately

• Macro Compass

  Michael Spencer · 2026-08-10

• AUDUSD: From Spot Signal to Volatility Trade

  Michael Spencer · 2026-08-04

• MACRO COMPASS

  Michael Spencer · 2026-08-03

• Today’s Price Action: Has the Dollar Lost Its Grip?

  Michael Spencer · 2026-07-30

• Working Paper No. 1: Japanese FX Intervention and USDJPY Option Markets

  Michael Spencer · 2026-07-28

• Macro Compass

  Michael Spencer · 2026-07-27

• Japan’s Swing Factor - Steven Major

  Michael Spencer · 2026-07-13

• What to look for for the carry trade to be unwound ...

  Michael Spencer · 2026-07-10

• Core PCE: Is the Fed Credibility Trade About to be Tested?

  Michael Spencer · 2026-06-25

• Renewed Fed Credibility: What’s the Best Trade?

  Michael Spencer · 2026-06-22

Everything on this page was read from markup Michael Spencer published — a rel="me" link, an h-card, or the feed’s own author element. Nothing was inferred from anywhere else. To correct or remove it, get in touch. Machine-readable: JSON