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A Contrarian Macro Thesis

38 min•26 april 2024

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 contrarian macro thesis instead, and also discuss the odds of a Chinese devaluation and more. Finally, they talk about the pros/cons of using stop losses in tactical macro trading. Enjoy the show!

Fler avsnitt av The Macro Trading Floor

The Inflation Ghost, Gold and Options

22 maj•37 min

Process, Process, Process

15 maj•33 min

Macro Investing In A Post-Hormuz World

8 maj•34 min

New All-Time Highs Are Here: Now What?

17 apr.•37 min

Frameworks To Trade The Hormuz Crisis

10 apr.•33 min

How To Trade Macro In A War

20 mars•33 min

Hormuz & The Terms of Trade Shock

6 mars•37 min

The New Fed vs The Good Old Bond Market

30 jan.•37 min

US Dollar Hedging: A Real Risk or Just a Narrative?

23 jan.•37 min

Japanese Macro Tails

16 jan.•37 min

The Macro Trading Floor med Alfonso Peccatiello & Brent Donnelly finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.