Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?

To contact Alf: send him an email at [email protected] or contact him on Bloomberg (Alfonso Peccatiello)

To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/

Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioning

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/