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Markets & Macro


Positioning Note: Why Gold Still Has Room to Run
ALS Capital Group — Markets & Macro Gold near a ten-week high isn't, on its own, a surprising outcome in the current environment — it's almost the textbook response to the data of the last few weeks. What's more interesting is whether the conditions that got it there are durable enough to justify holding the position through the next major catalyst, rather than treating the move as a headline-driven spike likely to fade. What's Actually Driving the Move Gold is, at its core,
Als Capital
Aug 153 min read


Markets Pause for Breath: Cooling Inflation, a Divided Fed, and the Countdown to Jackson Hole
ALS Capital Group — Weekly Macro Briefing, 13 August 2026 Every so often the market gives you a week where the data, the politics, and the price action all point in roughly the same direction. This is one of them. US inflation is cooling, the Federal Reserve is visibly split on what to do about it, and everyone from London to Los Angeles is already circling one date on the calendar: 27 August, when Fed Chair Kevin Warsh takes the stage at Jackson Hole. Here's what mattered th
Als Capital
Aug 154 min read


From View to Trade: How a Macro Thesis Becomes a Systematic Position
ALS Capital Group — Markets & Macro Having a view on markets is the easy part. Nearly everyone in macro has an opinion on where the dollar is headed, whether the Fed is done hiking, or what a closed Strait of Hormuz means for oil. The harder — and more commercially relevant — question is what happens between forming that view and actually putting capital behind it. That gap is where most discretionary macro processes quietly fall apart, and it's the part of the process we spe
Als Capital
Aug 103 min read


Navigating Financial Markets: Insights from ALS Capital Group
The financial markets are dynamic, complex, and constantly evolving. For investors, the challenge is not simply to participate - but to navigate these markets with clarity, discipline, and strategic edge. At ALS Capital Capital Group, we believe successful investing requires more than reacting to headlines or chasing trends; it demands a structured approach that blends market intelligence, risk management, and long-term vision. In this insight, we break down the core elements
Als Capital
Jul 1, 20253 min read
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