The Bond Vigilantes Are Here
Alf and Brent discuss the incredible price action we are witnessing: USD down, equities down, and now bond yields up too. This is what Bond Vigilantes price action looks like, and while it's typical i...
11 Apr 202536min
You Ready For Liberation Day?
Alf and Brent discuss the ''Liberation Day'' deadline for tariffs - and come up with some interesting conclusions. Also, the duo assesses what the Trump administration's long-term plan might be. Final...
28 Mar 202536min
Wake Up: The German Fiscal Stimulus Is Huge
Alf and Brent discuss the German fiscal stimulus announcement: with its gigantic magnitude and fast-track process, this marks a historical turnaround for Germany and Europe. The implications for marke...
7 Mar 202536min
Growth Scare: Yes or No?
Alf and Brent unpack the last big market moves which investors are broadly interpreting as a growth scare. Is that the correct interpretation? And in general: are we going to have a US growth scare or...
28 Feb 202537min
The Next Big Macro Trade
Markets are caught between cross currents, and the thesis for a stronger USD / sticky inflation seems as valid as the thesis for gentle disinflation / slower growth. Brent and Alf discuss what the nex...
21 Feb 202535min
How To Trade Tariff Day
In this episode, Alf and Brent reflect on the upcoming ''Tariff Day'' and how to trade it. The duo shares their scenario-based approach covering multiple asset classes including bonds, FX and equities...
17 Jan 202533min
The UK Bond Market Is Imploding
Alf and Brent discuss the big moves in UK bond markets and the drop in the UK Sterling: bond vigilantes are in action, but what next? They also focus on the upcoming tariff announcement and the impact...
10 Jan 202535min
The Most Hawkish Fed In Years - What Now?
Powell delivered a super hawkish message: inflation remains sticky, and the Fed won’t cut rates as much as the market expected in 2025. The “Fed Put” is not there anymore - should investors go and buy...
20 Des 202438min
