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. Want access to Alf's institutional macro research? Ping him (Alfonso Peccatiello) on Bloomberg or send an email at alf@themacrocompass.com Want access to Brent's research notes? Ping him (Brent Donnelly) on Bloomberg or visit https://www.spectramarkets.com/am-fx/ Transcript: https://www.spectramarkets.com/tmtf-transcript-20feb25/

Om Podcasten

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!