Macro Mayhem! - The Macro Trading Floor

What this episode covers

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro? To contact Alf: send him an email at [email protected] or contact him on Bloomberg (Alfonso Peccatiello) To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/ Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioning Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/

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Frequently Asked Questions

How long is this episode of The Macro Trading Floor?

This episode is 39 minutes long.

When was this The Macro Trading Floor episode published?

This episode was published on August 2, 2024.

What is this episode about?

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro? To contact Alf: send him an email at [email protected] or contact him on Bloomberg (Alfonso Peccatiello) To contact...

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