The Macro Trading Floor
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!
- Update frequency
- every 7 days
- Average duration
- 42 minutes
- Episodes
- 117
- Years Active
- 2022 - 2025
How Macro Traders Navigate Uncertainties
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In this episode, Alf …
00:37:08 |
Fri 24 May 2024
How To Trade Macro Now?
(Links mentioned in the podcast are in the show notes below: check them out!)
Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets …
00:35:42 |
Fri 17 May 2024
Early Signs of Weakness
The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well.
Is the market ready for a regime…
00:37:46 |
Fri 10 May 2024
A New Fed Put?
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunitie…
00:37:24 |
Fri 03 May 2024
A Contrarian Macro Thesis
US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a …
00:37:59 |
Fri 26 Apr 2024
What if Hikes are Stimulative?!
The Fed is all of a sudden opening up to the possibility of hikes: what now? But most importantly: have you ever thought about the possibility of Fed hikes being stimulative? And finally: do you have…
00:36:36 |
Fri 19 Apr 2024
Yes, But What Will Break Markets?
This week Alf and Brent discuss how markets seem to be on the lookout for a release valve for the combination of a Fed talking about cuts while nominal growth doesn't call for them: commodiites, bond…
00:37:47 |
Fri 12 Apr 2024
The Next Big Trade?
Markets are in reflation mode with commodities getting bid all over the place: not only gold and crude oil, but also silver, copper, zinc, you name it. Also, the US Dollar is showing signs of topping…
00:36:00 |
Fri 05 Apr 2024
Macro Traders Reflections
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low vo…
00:36:59 |
Fri 29 Mar 2024
Dario Perkins: These Central Banks Better Pivot Fast
This week Alf welcomes Dario Perkins to the show. Dario discusses how we got here with much more benign inflationary dynamics without a big damage to labor markets - hint: Central Bankers were lucky …
00:36:46 |
Fri 22 Mar 2024
Volatility is Coming
The bond market is waking up to the idea that inflation might be a bit stickier and the Fed's hands are tied. Alf and Brent discuss what this implies for global macro asset classes, and highlight a f…
00:35:38 |
Fri 15 Mar 2024
Animal Spirits Running Loose
Alf and Brent discuss how animal spirits seem to be running loose in several asset classes. Signs are evident not only in stocks but also in gold, Bitcoin and option markets. They also focus on Japan…
00:39:02 |
Fri 08 Mar 2024
Macro Opportunities Around The World
Alf and Brent discuss the outlook for the US economy, and how bond markets have adjusted their pricing to reflect the odds of a soft landing. Is there a trade maybe? They then move their focus to Can…
00:36:31 |
Thu 29 Feb 2024
It's Back!
The Macro Trading Floor is back! And there are quite some surprises...
00:00:58 |
Sun 25 Feb 2024
This Is It
A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas and Alf’s macro views? You can keep up with Andreas…
00:31:27 |
Sun 25 Jun 2023
The ECB Hikes As The Fed Pauses - Is This 2008 Again?
In this episode, Alf and Andreas discuss the decisions from the Fed, ECB and Bank of Japan. In a few episodes, The Macro Trading Floor is about to stop for a while: want to keep up with Andreas and…
00:38:21 |
Sun 18 Jun 2023
It's All About Liquidity & Inflation Now
The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this topic, and discuss the real market implications ou…
00:43:52 |
Sun 04 Jun 2023
The AI 5 versus the S&P 495
Tech stocks are pushing stock indexes higher, with AI-related companies (NVIDIA?) leading the rally more decisively while the ''S&P 495'' doesn't join the party. Alf and Andreas discuss this trend, u…
00:36:22 |
Sun 28 May 2023
A Macro Trader Playbook with Jim Leitner
How does a professional macro investor think about a multipolar world where investment opportunities and challenges might lie outside the US and China? How does he manage risks, correlations and how …
00:38:51 |
Sun 21 May 2023
The Debt Ceiling Drama is Approaching
The X-Date for the debt ceiling is approaching and US politicians don't seem keen in finding a swift resolution. This will impact global liquidity, the bond markets and the US Dollar. Alf and Andreas…
00:37:38 |
Sun 14 May 2023
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