<p>Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?</p>

Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?

The Tariff Mismatch Theory

The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!

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The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!

The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso&nbsp;Peccatiello&nbsp;and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!

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The Tariff Mismatch Theory

The Tariff Mismatch Theory

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