AM/FX Highlights

AM/FX is Brent Donnelly's daily macro newsletter where he shares thoughts on currency markets, macroeconomics, monetary policy, and trading tactics.

Brent has been publishing AM/FX since 2004. The newsletter is written for institutional investors (real money, hedge funds, central banks and corporates).

• The metaverse contains infinite Pop-Tart® cats (March 4, 2021)
• Forexplainer #19 FX Mayhem on Election night 2016 (Oct. 29, 2020)
• Forexplainer #17 A crazy trading story from the year 2000 (July 15, 2020)
• A Historic Day (March 23, 2020)
• Forexplainer #13 Trading Fast Markets (March 12, 2020)
• Bitcoin Bull (Feb. 14, 2019)
• Fatter Tails (Oct. 6, 2017)
• The craziest selloff ever? (Jan. 14, 2015)

(All links are PDF files, may not be mobile-friendly.)

AM/FX Classics

• Debasement worries (May 25, 2021)
• FinTwit favorites (May 20, 2021)
• The metaverse contains infinite Pop-Tart® cats (March 4, 2021)
• Day one advice for new hedge fund PMs (June 24, 2021)
• A Fed Talks event (June 16, 2021)
• Forexplainer #24: What causes cross market correlation (April 9, 2021)
• Forexplainer #19: FX Mayhem on election night 2016 (Oct. 29, 2020)
• Forexplainer #17: A crazy trading story from the year 2000 (July 15, 2020)
• Silver 2023 (April 6, 2020)
• A historic day (March 23, 2020)
• Forexplainer #13: Trading fast markets (March 12, 2020)
• Forexplainer #8: Why is the yen a safe haven (Oct. 15, 2019)
• The metaverse contains infinite Pop-Tart® cats (March 4, 2021)
• The short vol bubble (Nov. 3, 2017)
• Fatter tails (Oct. 6, 2017)
• Reasons to hate the pound (Dec. 21, 2015)
• The craziest selloff ever? (Jan. 14, 2015)