• The World is Different Now

  • 2024/09/13
  • 再生時間： 41 分
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The World is Different Now

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  • Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market pricing and how to trade around that. Finally, they focus on the US Dollar: will it perform nicely or poorly if we get a recession? Free trial to Alf's institutional macro research: https://forms.gle/yNU1vBqCqRXSvEHA7 Sign up to Brent's newsletter: https://www.spectramarkets.com/subscribe/ Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-13-september-2024/
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あらすじ・解説

Alf and Brent discuss similarities and differences between the world and the macro cycle today versus the pre-pandemic period. While the cycle might look similar, should we not pay attention to the structural differences too? The duo moves on to discuss the aggressive bond market pricing and how to trade around that. Finally, they focus on the US Dollar: will it perform nicely or poorly if we get a recession? Free trial to Alf's institutional macro research: https://forms.gle/yNU1vBqCqRXSvEHA7 Sign up to Brent's newsletter: https://www.spectramarkets.com/subscribe/ Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-13-september-2024/
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