Alex Chen's 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

Fed's balance sheet runoff hits a wall - pivot incoming?·Feb 22 - 25

Morning Markets·6 messages

Treasury curve inversion finally unwinding - what's next?·Feb 22

Morning Markets·1 message

Japan's intervention threat isn't working anymore·Feb 18 - 22

Morning Markets·9 messages

Tariff shock: what the new trade policy means for your po...·Feb 18

Morning Markets·4 messages

Why is everything getting more expensive?·Feb 11

Morning Markets·4 messages

China stimulus: real or fake?·Feb 4

Morning Markets·4 messages

NVDA earnings preview·Jan 28

Morning Markets·3 messages

Is the bond market broken?·Jan 21

Morning Markets·4 messages

Our 2026 predictions·Jan 14

Morning Markets·4 messages