Macro, rates and FX
Institutional-style macro notes for private investors: central-bank reaction functions, dollar liquidity, bond positioning, and trade scenarios with clear invalidation levels.
Ticker linker
Creators can drop tickers into a note and Crumpert turns them into delayed quote cards for readers.
Paid subscribers can view active tickers, entry prices, and creator trade notes.
My base case is still dollar strength against yen until US real yields roll over or the BoJ signals a faster path away from accommodation.
Unlock the full dashboard, scenario weights, hedge list, and subscriber-only updates when the liquidity model changes.
Subscribers get the original plan, execution notes, and the revised playbook for the next CPI print.
