The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking... more
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Episodes
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
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Description
The Chinese stimulus bazooka has been fired. Chinese authorities have announced aggressive interest rate cuts, a 1 trillion yuan capital injection for Chinese... more