Sign up to save your podcasts
Or
Share The Next Big Macro Trade
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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/
View all episodes
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/
More shows like The Macro Trading Floor
View all
Macro Voices
3,072 Listeners
Top Traders Unplugged
592 Listeners
Real Vision: Finance & Investing
905 Listeners
Alpha Exchange
82 Listeners
The Market Huddle
361 Listeners
Saxo Market Call
126 Listeners
At Any Rate
80 Listeners
Macro Hive Conversations With Bilal Hafeez
95 Listeners
Eurodollar University
459 Listeners
The Grant Williams Podcast
1,342 Listeners
Forward Guidance
273 Listeners
Macro Mondays
23 Listeners
Thoughtful Money with Adam Taggart
417 Listeners
The Julia La Roche Show
86 Listeners
Monetary Matters with Jack Farley
155 Listeners