The Bond Market Is On Fire

The Bond Market Is On Fire

Author: Alfonso Peccatiello & Brent Donnelly October 25, 2024 Duration: 36:15
Heading into US elections, US bond markets are on fire: yields are selling off, the term premium is back in positive territory, and investors are worried the sell-off can extend further. Alf and Brent discuss a framework to assess bond yields, the role of tariffs, how to look at the US Dollar and they also zoom in on Canada where the Central Bank has been forced to aggressively cut interest rates. FREE trial to Alf's research: https://forms.gle/jF2nnD2VoNuQjem86 Check out Brent's research: https://www.spectramarkets.com/ Transcript: https://www.spectramarkets.com/tmtf-transcript-25oct24/

Alfonso Peccatiello and Brent Donnelly bring the high-stakes energy of a dealing room straight to your headphones with The Macro Trading Floor. This isn't a dry lecture on economic theory; it's a dynamic conversation where complex global themes-from central bank decisions and inflation trends to geopolitical shifts and technological disruptions-are translated into clear market language. You'll hear their unfiltered analysis and genuine back-and-forth, which often leads to specific, actionable ideas for navigating currencies, bonds, and equities. The discussion naturally spans business, investing, and news, reflecting the hosts' own trading-floor mentality where all information is connected. Tune in for a blend of seasoned perspective and lively debate that makes understanding the forces moving your money both engaging and practical. Each episode of this podcast feels like getting a direct feed from two experts who are as focused on the "why" behind market moves as they are on the potential opportunities those moves create.
Author: Language: English Episodes: 100

The Macro Trading Floor
Podcast Episodes
From Liquidity To A Credit Crisis [not-audio_url] [/not-audio_url]

Duration: 44:24
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 means for markets. The Fed's H.4.1 report was released this past week,…
Panic In The Banking System [not-audio_url] [/not-audio_url]

Duration: 43:02
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 the collapse of the largest bank since 2008, we walk through the dynamics…
It's Lonely On Disinflation Island  [not-audio_url] [/not-audio_url]

Duration: 34:30
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.S and Europe. As the yield curve continues to reprice higher, how does…
There's No Bull Case For Risk Assets [not-audio_url] [/not-audio_url]

Duration: 37:50
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 question right now, hard landing, soft landing or no landing? As the U.S hou…
Why Is Powell Ignoring "Animal Spirits" [not-audio_url] [/not-audio_url]

Duration: 39:17
On today's episode of The Macro Trading Floor, Alfonso & Andreas reflect on the first six weeks of 2023. As most investors anticipated recessionary pressures in H1, and for markets to head lower, so far "animal spirits"…
Recession, Soft Landing or Higher For Longer? | Kevin Flanagan [not-audio_url] [/not-audio_url]

Duration: 57:19
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the conse…
Animal Spirits Are Back For Markets [not-audio_url] [/not-audio_url]

Duration: 32:55
On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles. Markets have ra…
Is The Recession Already Over? [not-audio_url] [/not-audio_url]

Duration: 32:38
On today's episode of "The Macro Trading Floor," Andreas and Alfonso interpret the latest macroeconomic data and prepare for a week of important central bank meetings. They wonder whether the recent bullish movements in…
Are Markets Really Priced For A Recession? | John Normand [not-audio_url] [/not-audio_url]

Duration: 55:40
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated recession in history…
Macro Is Back With A Vengeance | Steve Drobny [not-audio_url] [/not-audio_url]

Duration: 48:17
On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Steve Drobny Founder and CEO at Clocktower Group for an inside look into the hedge fund industry. With the past two years spurring the return o…