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The Macro Trading Floor

''Run It Hot'': The Comeback?

28 min14 november 2025

Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward?

Want to reach out to Alf or Brent?


Alfonso Peccatiello on Bloomberg chat, or [email protected]

Brent Donnelly on Bloomberg chat, or [email protected]

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