Powell delivered a super hawkish message: inflation remains sticky, and the Fed won’t cut rates as much as the market... more

Alf and Brent discuss the US dilemma in 2025: should Trump be aggressive out of the gate with tariffs sacrificing... more

Alf and Brent resume the show by assessing how to approach Trump 2.0 from a macro trading perspective in 2025.... more

In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way,... more

Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in... more

Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up,... more

Alf and Brent discuss the most recent US macro data releases: the hurricane impacted jobless claims, and core inflation has... more

EXCLUSIVE DISCOUNT TO ALF & BRENT CONFERENCE https://www.spectramarkets.com/macro-roadmap-2025/ Use the coupon TMTF to get $200 OFF. Only for the first 100 users -... more

The Chinese stimulus bazooka has been fired. Chinese authorities have announced aggressive interest rate cuts, a 1 trillion yuan capital injection... more

Alf and Brent discuss the jumbo 50 bps Fed cut and the nuances Powell shared during the press conference. They... more

Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While... more

Alf and Brent discuss recent developments in macro and labor market data, and debate whether the Fed will cut by 25... more

In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in... more

Alf and Brent reflect on the immense volatility hitting markets recently, and specifically on the unwind of carry trades: are... more

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s... more

This week, Alf and Brent discuss the brutal equity market sell-off: is it due to macro tectonic shifts, a reassessment... more

Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republican sweep have... more

Alf and Brent discuss the interesting market reaction to the weak US CPI report, and they dig deep into the... more

In this episode, Alf invites Cem Karsan to discuss what's going on in option markets. Cem does a great job... more

A big macro week is behind us: the combination of CPI and PPI releases provide us with solid information on... more

Alf and Brent discuss the ECB and Bank of Canada cuts, and reflect on the big bond market moves seen... more

Free Trial to Alf's Institutional Research? Ping Alfonso Peccatiello on Bloomberg for more info! In this podcast, Alf invites Peter Farac (aka... more

Want to meet Alf and Brent in person?! Fill in this 30-second survey so we can make this happen: https://www.eSurveysPro.com/Survey.aspx?id=ad4fe049-95b7-40ef-a46b-f1bdc509b256 In this... more

(Links mentioned in the podcast are in the show notes below: check them out!) Alf and Brent discuss the soft patch... more

The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a... more

Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite... more

US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts... more

The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have... more

This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the... more

Markets are in reflation mode with commodities getting bid all over the place: not only gold and crude oil, but... more