logo
episode-header-image
Mar 2023
34m 30s

It's Lonely On Disinflation Island

Alfonso Peccatiello & Brent Donnelly
About this episode
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 this impact the higher for longer thesis in rates? Alf and Andreas then share their actionable trade ideas, but to hear that, you'll have to ... Show More
Up next
Yesterday
Warsh Woke Up The Bond Vigilantes
Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment? 
38m 21s
Jul 10
The Orange Variable
Brent and Alf discuss the n-th injection of the Orange Variable in markets: Trump decided to escalate again with Iran, and even suggested the ceasefire might be over altogether. The duo discusses how to approach these injections of uncertainty, and what are the best trading and r ... Show More
35m 15s
Jun 26
The Rebasement Trade
Alf and Brent discuss the major market shifts since the Warsh press conference. Is this a big macro shift or just a mini-trend that will ultimately slow down or even reverse? 
30m 57s
Recommended Episodes
Feb 2022
What's More Important: BlackRock Trading Crypto or 7.5% Inflation?
This episode is sponsored by Nexo, Arculus, FTX US and MELD.com. Today Twitter was alight with discussion of the biggest inflation print since 1982. With 7.5% inflation, a hike of 50 basis points is looking more and more likely in March. This should be bad news for risk assets. ... Show More
15m 20s
Apr 2022
'Putin's Price Hike' vs. 'Bidenflation': The Blame Battle on Inflation Heats Up
This episode is sponsored by Nexo.io, Arculus and FTX US.  March saw the U.S.’ highest year-over-year inflation print since 1981, coming in at 8.5%. NLW explores why the discussion around inflation is taking an even more pitched and aggressive turn and how the market responded ... Show More
17m 33s
Sep 2023
Wave of U.S. Treasury Issuance Puts Pressure On Bond Market | Prometheus Macro
On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity. With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportuni ... Show More
1h 2m
Oct 2024
Beige Books & Baseball
Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts als ... Show More
33m 25s
Nov 2025
The Coming Market Reset: Inflation, AI Mania, and Why Patience Pays Off
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell dig into the latest shifts shaping markets—from inflation and interest rates to the AI stock frenzy and how investors can prepare for what’s ahead.They break down why consumer debt is at record highs, what the Fed ... Show More
56m 2s
Dec 2021
Inflation Hits Record Highs While Metaverse and NFT Investments Skyrocket | WBW
<p>In this episode of Millionaire Mindcast, the dynamic duo is BACK! and this week Matty A. and Ryan Breedwell talked about the latest news on the economy and market today. Inflation hits record highs while metaverse and NFT investments skyrocketed. This and more on today's show. ... Show More
46m 45s
Dec 2022
How to Position into the Fed Meeting
Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0.2%. In today’s show, Maggie Lake is joined by Spectra Markets’ president Brent ... Show More
42m 20s
May 2021
If Prices Keep Going Up, We Might Have to Start Calling It Inflation
Today on the Brief: Elon Musk saves an SNL flop with a dogecoin satellite  Growing interest in Ethereum  UBS explores offering crypto to wealthy clients Our main discussion:The Wall Street Journal and Bloomberg are both running headlines about increasing consumer prices. Fo ... Show More
14m 9s
Jun 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much mo ... Show More
1h 22m
Jan 2024
Today's inflation numbers
<p>Today on the show, we dig into the latest inflation numbers, examining the results for shelter, goods and energy, and think about what it all means for the 10-year Treasury yield. Also, we go long darts and short Tinder’s $499 monthly Select membership.&nbsp;</p><br><p>For a f ... Show More
18m 29s
Listen to millions of songs and podcasts on Anghami