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
Dollar strength breaking EM currencies - contagion risk?·Mar 12
Morning Markets·6 messages
Insurance names rallying on rate cycle peak - contrarian ...·Mar 9 - 12
Morning Markets·6 messages
Defense stocks hit new highs - is this sustainable?·Mar 5 - 9
Morning Markets·6 messages
Energy names quietly outperforming - rotation or trap?·Mar 2 - 5
Morning Markets·9 messages
Small caps finally breaking out or another head fake?·Feb 25 - 2
Morning Markets·7 messages