Animal Spirits Are Back For Markets
On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cyc...
5 Helmi 202332min
Is The Recession Already Over?
On today's episode of "The Macro Trading Floor," Andreas and Alfonso interpret the latest macroeconomic data and prepare for a week of important central bank meetings. They wonder whether the recent b...
29 Tammi 202332min
Are Markets Really Priced For A Recession? | John Normand
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated ...
22 Tammi 202355min
Macro Is Back With A Vengeance | Steve Drobny
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry. With the past two years ...
15 Tammi 202348min
The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it will...
8 Tammi 202356min
A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023. Reflecting on the best trades of the year, Andreas and Alfo...
1 Tammi 202347min
Inflation Will Fall off A Cliff In 2023 | Warren Pies
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Warren Pies Founder of 3Fourteen Research for a discussion on what to expect as we head into 2023. Warren begins by walkin...
25 Joulu 202257min
Felix Zulauf: The Fed Is Making A Policy Error
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Felix Zulauf of Zulauf Consulting for a discussion on the changing macro landscape and the policy error the Fed is making. ...
19 Joulu 20221h 4min
