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
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
Interested in Alf's Macro Fund? Send an email to fund@themacrocompass.com Markets are in reflation mode with commodities getting bid all over the place:... more
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China.... more
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