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Macro Blowups Everywhere - What Now? episode artwork

Oct 2, 2026 38 min

Macro Blowups Everywhere - What Now?

from The Macro Trading Floor Hosted by Alfonso Peccatiello & Brent Donnelly

Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these?

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Macro Blowups Everywhere - What Now?

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