Podcast Episodes
Back to SearchEarly 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 i…
1 year, 8 months ago
A New Fed Put?
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite haw…
1 year, 8 months ago
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 fir…
1 year, 8 months ago
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…
1 year, 8 months ago
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 nomin…
1 year, 9 months ago
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 i…
1 year, 9 months ago
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 …
1 year, 9 months ago
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…
1 year, 9 months ago
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…
1 year, 10 months ago
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, Bi…
1 year, 10 months ago