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Adrian Vale

Global markets analyst focused on macro liquidity, risk cycles and institutional positioning
26
Aug

The Treasury Has Entered the Liquidity Conversation

The biggest macro development of the past week may not have happened on the stock exchange at all. It happened
4 min read
22
Apr

Brent Breaks $100 on Hormuz Chaos: Oil, Shock, Liquidity Rotation & Extreme Positioning

3 min read
14
Apr

Oil at $100, Banks Sound the Alarm: The Fragile Macro Setup No One Wants to Talk About

3 min read
14
Apr
PJM Accelerates 15GW Response to AI Demand

PJM Accelerates 15GW Response to AI Demand

1 min read
14
Apr
Hormuz Blockade Live, Yet Oil Eases

Hormuz Blockade Live, Yet Oil Eases

1 min read
13
Apr
European Political Liquidity Shift - Hungary's Regime Change

European Political Liquidity Shift - Hungary's Regime Change

1 min read
13
Apr
Structural Power Crunch - AI Meets the Grid

Structural Power Crunch - AI Meets the Grid

Liquidity & Infrastructure Macro PJM Interconnection’s emergency proposal to fast-track 15 GW of new power capacity is one
1 min read
13
Apr
Geopolitical Macro Shock - The Hormuz Blockade

Geopolitical Macro Shock - The Hormuz Blockade

Macro Snapshot The weekend collapse of U.S.-Iran talks in Islamabad has escalated into a direct naval confrontation. President
1 min read
03
Mar
Coming soon

Coming soon

This is The Vale Brief, a brand new site by Adrian Vale that's just getting started. Things will