The World is Different Now

from The Macro Trading Floor · host Alfonso Peccatiello & Brent Donnelly

Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market pricing and how to trade around that. Finally, they focus on the US Dollar: will it perform nicely or poorly if we get a recession? Free trial to Alf's institutional macro research: https://forms.gle/yNU1vBqCqRXSvEHA7 Sign up to Brent's newsletter: https://www.spectramarkets.com/subscribe/ Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-13-september-2024/

Episode metadata supplied by the publisher feed · Published Sep 13, 2024

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