On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week from the Bank of England announcing emergency gilt market operations, recent volatility in currency markets & the Nord Stream gas leak. With so much happening in currencies as the US dollar continues marching higher, Alfonso & Andreas take the time to hi ... Show More
Oct 2022
The Bond Market Is Already Broken - Stocks and Housing Are Next | Harley Bassman & Joseph Wang
Today Jack Farley welcomes two financial heavyweights who, in Jack’s view, have predicted and understood this year’s sell-off in bonds more accurately and clearly than anyone else in finance: Harley Bassman, founder of the MOVE Index and managing partner at Simplify Asset Managem ... Show More
1h 10m
Jan 2022
BREAKDOWN: The Macro Battle That Will Shape Crypto Markets This Year
A Fed shift from QE to QT and a political battle over austerity and inflation.
This episode is sponsored by Nexo, Abra and FTX US.
Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively consideri ... Show More
20m 33s
Jan 2022
BREAKDOWN: Welcome to 2022 - The Year of Absolutely Everything
From bitcoin mining disruptions to NFT booms to Fed disruptions, it was quite a week.
This episode is sponsored by Nexo, Abra and FTX US.
In the first 2022 edition of the Weekly Recap, NLW looks at:
The Fed’s impact on crypto markets.
The situation in Kazakhstan and how it imp ... Show More
14m 51s
Sep 2023
Central banks made bonds sell off
<p>This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose sharply, the US dollar strengthened and equities sold off. Only the Bank of Japan remains on a different wavelength, keeping its ... Show More
17m 11s
Feb 2022
BREAKDOWN: Russian Banks Cut Off From SWIFT, Central Bank Reserves Blocked as West Responds
The latest in the economic dimension of the conflict.
This episode is sponsored by Nexo, Arculus and FTX US.
Today on “The Breakdown,” NLW looks at what we learned over the weekend about the U.S. and European Union’s response to the Russian invasion of Ukraine. The West signific ... Show More
20m 55s
Mar 2022
BREAKDOWN: The Fed’s Powell Is Getting More Hawkish as Market Starts Using the ‘R-Word’
Is recession the only way out of inflation?
This episode is sponsored by Nexo.io, Arculus and FTX US.
On today’s episode, NLW takes a tour of recent macro sentiment, focusing on the shifting tone coming out of the U.S. Federal Reserve. In speeches and interviews this week, Fed ... Show More
16m 34s