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Crosscurrents: Trade War Escalation, Volatility Surge, and Positioning
Current Views and Broad Strategy
Apr 9
•
Ridwan Adetu
3
Macro Report: Recalibration
Hi, I haven’t written a macro report of recent, and majorly running tactical intraday and short term duration trades.
Feb 23
•
Ridwan Adetu
13
1
Mid-Week Report
Fed Stance and Path Ahead
Jan 30
•
Ridwan Adetu
2
Weekly Macro Report: Fed in Focus
Last Action for the Month: Trade Updates and Plan
Jan 26
•
Ridwan Adetu
2
1
Mid-Week Report: Trade Ideas
Back In Action
Jan 22
•
Ridwan Adetu
1
Mid-Week Report: Trade Ideas
Post-CPI Trade Ideas
Jan 16
•
Ridwan Adetu
3
1
Weekly Macro Report: Inflation Vol
Inflation in Focus
Jan 12
•
Ridwan Adetu
3
2025 Path Ahead
Equities, FX, Commodities and MetaMacro Plan
Nov 22, 2024
•
Ridwan Adetu
4
Themes in Play and Positioning Ideas
It has been a difficult week, but as we move into a new week, I would offer this dialogue from Fyodor Dostoevsky:
Oct 6, 2024
•
Ridwan Adetu
2
Macro Pulse: Equities, Yen, China, Commodities and Geopolitics
Thematic Focus Moving Forward
Sep 29, 2024
•
Ridwan Adetu
4
6
Macro Pulse: Tectonic Shifts
Event Update
Sep 22, 2024
•
Ridwan Adetu
3
Positioning Update
Soft View on Macro into Central Bank Meeting
Sep 16, 2024
•
Ridwan Adetu
1
2
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