How To Trade Tariff Day
In this episode, Alf and Brent reflect on the upcoming ''Tariff Day'' and how to trade it. The duo shares their scenario-based approach covering multiple asset classes including bonds, FX and equities. Alf can be reached via X (@MacroAlf) and on Bloomberg (Alfonso Peccatiello) Brent can be reached via X (@@donnelly_brent) and on Bloomberg (Brent Donnelly) Show notes: https://50in50.substack.com/p/trade-6-options-or-cash Transcript: https://www.spectramarkets.com/tmtf-transcript-17jan25/