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Indhold leveret af Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Trump's Secret Agenda

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Manage episode 449077461 series 3338244
Indhold leveret af Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way, but today they are busy unwinding most ''Trump trades''. Should we take Trump's agenda at face value and assume it's negative for bonds and positive for the USD? Or should we instead dig deeper and figure out what Trump really wants?

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-08nov24/

  continue reading

96 episoder

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Trump's Secret Agenda

The Macro Trading Floor

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Manage episode 449077461 series 3338244
Indhold leveret af Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way, but today they are busy unwinding most ''Trump trades''. Should we take Trump's agenda at face value and assume it's negative for bonds and positive for the USD? Or should we instead dig deeper and figure out what Trump really wants?

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-08nov24/

  continue reading

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