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 housing market drops the most since 2008, will the economy be able to handle higher rates for a sustained period of time? Alfonso & Andreas th ... Show More
May 2023
Why Turkish Elections And The Lira Matter To Global Macro Markets
As the first round of Turkish general elections result in a runoff round, with President Erdogan facing his toughest political challenge yet, Turkish assets have been exhibiting volatility - as one would expect given the uncertainty. However, the one asset class that remains stra ... Show More
59m 58s
Jan 2024
Is the End of Quantitative Easing Near? (1/18/24)
(1/18/24) Texas Weather's extreme mood-swings are on display; markets are in bore-mode until the stock buy back window opens again in two weeks; a look at Bitcoin, Gold, & Bonds; Is the Fed about to close down its quantitative easing play? The Yield Curve has invert, but is it ab ... Show More
47m 11s
Mar 2022
BREAKDOWN: The Market Indicator Flashing ‘Recession’
Why the U.S. Treasury yield curve inverted and what it means.
This episode is sponsored by Nexo.io, Arculus and FTX US.
Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than lo ... Show More
16m 14s
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