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What's Happening In Global Macro?
Subscribe to The Macro Trading Floor YouTube channel: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Tra…
2 years, 8 months ago
Here Is Why Markets Are Rallying
On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by breaking down the bank earnings on the back of the recent banking turmoil a…
2 years, 9 months ago
The Hiking Cycle Is Over
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signallin…
2 years, 9 months ago
The End of The US Dollar?
On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by discussing the banking turmoil of recent weeks and how commercial real esta…
2 years, 9 months ago
Banks: The Big Picture
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued turmoil across the banking sector. Alfonso & Andreas break dow…
2 years, 9 months ago
From Liquidity To A Credit Crisis
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued fallout from the collapse of Silicon Valley Bank, and what it …
2 years, 9 months ago
Panic In The Banking System
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the collapse of Silicon Valley Bank. On a historic week where we saw th…
2 years, 10 months ago
It's Lonely On Disinflation Island
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the data points suggesting a possible resurgence of inflation in both the U.…
2 years, 10 months ago
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked quest…
2 years, 10 months ago
Why Is Powell Ignoring "Animal Spirits"
On today's episode of The Macro Trading Floor, Alfonso & Andreas reflect on the first six weeks of 2023. As most investors anticipated recessionary p…
2 years, 10 months ago