About this episode
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 few trade ideas.
Sign up for the free waiting list for Brent's upcoming Spectra School course: https://www.spectramarkets.com/school/
Get every episode summarized
Each time The Macro Trading Floor publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Macro Trading Floor
On Bessent, Gold & Idiosyncratic Trades
The Macro Trading Floor
Aug 28, 202635:58pending
On Sizing Options, The Fed and The JPY
The Macro Trading Floor
Aug 9, 202637:18pending
Warsh Woke Up The Bond Vigilantes
The Macro Trading Floor
Jul 31, 202638:21pending
The Orange Variable
The Macro Trading Floor
Jul 10, 202635:15pending