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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Morning Markets

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Oil volatility collapse despite Middle East tensions·Apr 27

Morning Markets·4 messages

Energy names rallying on inventory draw - crude breakout?·Apr 24 - 27

Morning Markets·4 messages

Treasury curve steepening accelerating - fed pivot priced·Apr 20 - 24

Morning Markets·12 messages

Euro area PMI collapse signaling deeper recession risk·Apr 17 - 20

Morning Markets·5 messages

Mag 7 earnings dispersion at decade highs - stock picking...·Apr 14 - 17

Morning Markets·5 messages