A Contrarian Macro Thesis
from The Macro Trading Floor Hosted by Alfonso Peccatiello & Brent Donnelly
US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a contrarian macro thesis instead, and also discuss the odds of a Chinese devaluation and more. Finally, they talk about the pros/cons of using stop losses in tactical macro trading. Enjoy the show!
Embed this episode
No transcript yet.
Frequently asked questions
How long is this episode of The Macro Trading Floor?
This episode is 37 minutes long.
When was this The Macro Trading Floor episode published?
This episode was published on April 26, 2024.
Can I download this The Macro Trading Floor episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.