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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 next big macro trade could be.
Transcript: https://www.spectramarkets.com/tmtf-transcript-20feb25/
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By Alfonso Peccatiello & Brent Donnelly
4.9
213213 ratings
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 next big macro trade could be.
Transcript: https://www.spectramarkets.com/tmtf-transcript-20feb25/
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