Sveriges mest populära poddar

The US Dilemma in 2025

37 min•13 december 2024

Alf and Brent discuss the US dilemma in 2025: should Trump be aggressive out of the gate with tariffs sacrificing growth for foreign policy victories, or should he focus on other priorities allowing Powell to cut rates and facilitate the refinancing of $7 trillion of maturing Treasuries? The duo also discussed the perils and benefits of leverage in trading and investing.

Do you want to ask questions to Brent and Alf?

Reach out to Alfonso Peccatiello and Brent Donnelly on Bloomberg.

Transcript: https://www.spectramarkets.com/tmtf-transcript-13dec24/

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.