The Macro Trading Floor Podcast Por Alfonso Peccatiello & Brent Donnelly capa

The Macro Trading Floor

The Macro Trading Floor

De: Alfonso Peccatiello & Brent Donnelly
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Sobre este áudio

 The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!Copyright Alfonso Peccatiello Economia Finanças Pessoais Política e Governo
Episódios
  • Another $5 Trillion of US Deficits in 10 Years: Now What?

    Another $5 Trillion of US Deficits in 10 Years: Now What?
    May 16 2025
    Alf and Brent discuss recent market developments with a focus on the ''big beautiful bill'' that Republicans are trying to pass in the House and Senate. The initial estimate suggest new tax cuts would increase US budget deficits by about $500bn per year for the next decade. Will the market give another free pass to US deficits, or will the bond/USD vigilantes show up this time?
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    23 minutos
  • Recession Risks & Reflexivity

    Recession Risks & Reflexivity
    May 2 2025
    Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and a gameplan to approach rates, FX and equity markets. To contact Alf: ping Alfonso Peccatiello on Bloomberg To contact Brent: ping Brent Donnelly on Bloomberg Podcast transcript: https://www.spectramarkets.com/tmtf-transcript-01may25/
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    36 minutos
  • Trillions of US Dollars To Sell?!

    Trillions of US Dollars To Sell?!
    Apr 25 2025
    This week, Alf and Brent focus on an obscure yet crucial component of FX flows: the hedging needs from large institutional investors. These whales own $33+ trillion of USD-denominated assets, and over the last 15 years they have systematically under-hedged their USD exposure - were they to change their mind forecasting a weaker USD, there could be trillions of US Dollars to sell. Want to chat with Alf? Ping him (Alfonso Peccatiello) on Bloomberg Want to chat with Brent? Ping him (Brent Donnelly) on Bloomberg
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    32 minutos

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