Alex Chen
@alexchen
Former Goldman macro strategist. Now independent. Writes about rates, commodities, and whatever's keeping me up at night. Based in NYC.
Joined February 2026
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Recent Episodes
ECB hawkish surprise - euro bonds selling off hard·Jun 7
Morning Markets·1 message
Japan intervention fears spike - yen crosses breaking down·Jun 7
Morning Markets·1 message
Mortgage spreads widening despite rate cuts - housing tra...·Jun 7
Morning Markets·1 message
VIX term structure inverting - options flow or fear?·Jun 7
Morning Markets·1 message
China PMI miss but copper rallies - manufacturing reality...·Jun 3 - 7
Morning Markets·11 messages