The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatie
Markets are caught between cross currents, and the thesis for a stronger USD / sticky inflation seem
In this episode, Alf and Brent reflect on the upcoming ''Tariff Day'' and how to trade it. The duo s
Alf and Brent discuss the big moves in UK bond markets and the drop in the UK Sterling: bond vigilan
Powell delivered a super hawkish message: inflation remains sticky, and the Fed won’t cut rates as m
Alf and Brent discuss the US dilemma in 2025: should Trump be aggressive out of the gate with tariff
Alf and Brent resume the show by assessing how to approach Trump 2.0 from a macro trading perspectiv
In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacte
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is
Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds
Alf and Brent discuss the most recent US macro data releases: the hurricane impacted jobless claims,
EXCLUSIVE DISCOUNT TO ALF & BRENT CONFERENCEhttps://www.spectramarkets.com/macro-roadmap-2025/Us
The Chinese stimulus bazooka has been fired.Chinese authorities have announced aggressive interest r
Alf and Brent discuss the jumbo 50 bps Fed cut and the nuances Powell shared during the press confer
Alf and Brent discuss similarities and differences between the world and the macro cycle today versu
Alf and Brent discuss recent developments in macro and labor market data, and debate whether the Fed
In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has r
Alf and Brent reflect on the immense volatility hitting markets recently, and specifically on the un
Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen -
This week, Alf and Brent discuss the brutal equity market sell-off: is it due to macro tectonic shif
Alf and Brent look into various ''Trump trades'' now that the odds of a Trump election and Republica
