How To Trade Macro Now?
(Links mentioned in the podcast are in the show notes below: check them out!) Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets a...
17 Touko 202435min
Early Signs of Weakness
The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well. Is the market ready for a regime ...
10 Touko 202437min
A New Fed Put?
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities...
3 Touko 202437min
A Contrarian Macro Thesis
US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a c...
26 Huhti 202437min
What if Hikes are Stimulative?!
The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have you ever thought about the possibility of Fed hikes being stimulative? And finally: do you have ...
19 Huhti 202436min
Yes, But What Will Break Markets?
This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the combination of a Fed talking about cuts while nominal growth doesn't call for them: commodiites, bond ...
12 Huhti 202437min
The Next Big Trade?
Markets are in reflation mode with commodities getting bid all over the place: not only gold and crude oil, but also silver, copper, zinc, you name it. Also, the US Dollar is showing signs of topping ...
5 Huhti 202436min
Macro Traders Reflections
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low vol...
29 Maalis 202436min
