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What Actually Moves A Currency Against The Dollar
Jul 2
•
Michael J. Kramer
1
Intervention Won’t Fix The Yen and Why It May Weaken Much More - Advanced Topics
Watch now |
Jun 30
•
Michael J. Kramer
2
1
7:23
The Fed’s Credibility Test Begins With Financial Conditions - Advanced Topics
Daily macro, liquidity, and positioning analysis, gamma, CTA flows, and dealer hedging, to help you understand not just what moved, but what's likely to…
Jun 18
•
Michael J. Kramer
Cycles Converge On A Mid-October Low As Bill Issuance Builds- Advanced Topics
Jun 12
•
Michael J. Kramer
2
1
A Weakening Korean Won Sets Up A Yen-Style Carry Unwind In The Semis - Advanced Topics
Jun 5
•
Michael J. Kramer
1
A Semiconductor Gamma Squeeze Is Driving The Market To July 2024 Extremes- Advanced Topics
May 29
•
Michael J. Kramer
1
Negative Real Wage Growth Looms As Gasoline Outruns Oil - Advanced Topics
Watch now (11 mins) |
May 8
•
Michael J. Kramer
1
11:03
Bill Flows Set To Flip As Dispersion Compresses Into QRA Week - Advanced Topcis
Watch now |
May 1
•
Michael J. Kramer
1
14:30
Reading a Central Bank Setup — USD/JPY and the BOJ
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
May 1
•
Michael J. Kramer
8
2
How I Combine Macro With Technicals — The Framework
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
May 1
•
Michael J. Kramer
7
1
A Gamma Squeeze Appears To Be Driving Semiconductor Stocks Higher - Advanced Topics
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
Apr 24
•
Michael J. Kramer
4
2
Liquidity Signals Point to a Shifting Market Regime - Advanced Topics
Daily macro and market structure analysis—covering liquidity, options and gamma exposure, dealer positioning, and volatility—to help investors navigate…
Apr 17
•
Michael J. Kramer
1
2
1
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