Macro Mayhem!
Listen now
Description
Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro? To contact Alf: send him an email at [email protected] or contact him on Bloomberg (Alfonso Peccatiello) To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/ Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioning Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/
More Episodes
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further. Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and...
Published 10/25/24
Published 10/25/24
Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up, and so are the odds of a Red Sweep. Is the market fully incorporating these odds? Also, the duo discusses the possibility of persistent financial repression regardless of who...
Published 10/18/24