The End of The US Dollar?
On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by discussing the banking turmoil of recent weeks and how commercial real estate could impact loan books in both the U.S and Euro...
2 Apr 202333min
Banks: The Big Picture
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued turmoil across the banking sector. Alfonso & Andreas break down the liquidity measures set in place for the curre...
26 Mar 202348min
From Liquidity To A Credit Crisis
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it means for markets. The Fed's H.4.1 report was rele...
19 Mar 202344min
Panic In The Banking System
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the collapse of Silicon Valley Bank. On a historic week where we saw the collapse of the largest bank since 2008, we walk ...
12 Mar 202343min
It's Lonely On Disinflation Island
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the data points suggesting a possible resurgence of inflation in both the U.S and Europe. As the yield curve continues to repri...
5 Mar 202334min
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no lan...
26 Feb 202337min
Why Is Powell Ignoring "Animal Spirits"
On today's episode of The Macro Trading Floor, Alfonso & Andreas reflect on the first six weeks of 2023. As most investors anticipated recessionary pressures in H1, and for markets to head lower, so f...
19 Feb 202339min
Recession, Soft Landing or Higher For Longer? | Kevin Flanagan
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. ...
12 Feb 202357min
