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Crosscurrents: Trade War Escalation, Volatility Surge, and Positioning
Current Views and Broad Strategy
Apr 9
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Ridwan Adetu
3
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Crosscurrents: Trade War Escalation, Volatility Surge, and Positioning
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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
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Ridwan Adetu
13
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Macro Report: Recalibration
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Mid-Week Report
Fed Stance and Path Ahead
Jan 30
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Ridwan Adetu
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Mid-Week Report
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Weekly Macro Report: Fed in Focus
Last Action for the Month: Trade Updates and Plan
Jan 26
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Ridwan Adetu
2
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Weekly Macro Report: Fed in Focus
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Mid-Week Report: Trade Ideas
Back In Action
Jan 22
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Ridwan Adetu
1
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Mid-Week Report: Trade Ideas
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Mid-Week Report: Trade Ideas
Post-CPI Trade Ideas
Jan 16
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Ridwan Adetu
3
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Mid-Week Report: Trade Ideas
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Weekly Macro Report: Inflation Vol
Inflation in Focus
Jan 12
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Ridwan Adetu
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Weekly Macro Report: Inflation Vol
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2025 Path Ahead
Equities, FX, Commodities and MetaMacro Plan
Nov 22, 2024
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Ridwan Adetu
4
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2025 Path Ahead
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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
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Ridwan Adetu
2
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Themes in Play and Positioning Ideas
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Macro Pulse: Equities, Yen, China, Commodities and Geopolitics
Thematic Focus Moving Forward
Sep 29, 2024
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Ridwan Adetu
4
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Macro Pulse: Equities, Yen, China, Commodities and Geopolitics
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Macro Pulse: Tectonic Shifts
Event Update
Sep 22, 2024
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Ridwan Adetu
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Macro Pulse: Tectonic Shifts
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Positioning Update
Soft View on Macro into Central Bank Meeting
Sep 16, 2024
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Ridwan Adetu
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Positioning Update
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