logo
episode-header-image
Apr 2023
34m 13s

The Hiking Cycle Is Over

Alfonso Peccatiello & Brent Donnelly
About this episode
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking system has given the Fed more cover to reign in their hawkish stance? Fi ... Show More
Up next
Aug 23
Run It Hot Hot Hot
Alf and Brent discuss the surprising Jackson Hole speech in which Powell opened up to interest rate cuts already in September. Markets are reacting strongly, but the real question is what should we expect if Trump runs the economy hot alongside a dovish Fed in 2026? 
35m 1s
Aug 8
Is The Fed Ready To Capitulate Dovish?
Alf and Brent discuss the weak labor market data and the likely Fed reaction function. The duo also reflects on how you might be right on the macro idea, but market pricing at inception of your trade matters sometimes more than whether you were directionally right or wrong. 
33m 46s
Aug 1
The Tariff Mismatch Theory
Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead? 
32m 4s
Recommended Episodes
May 2022
Is This The U.S Dollar End Game? | Brent Donnelly
Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets. In the debut episode, Alfonso is joined by Brent Donnelly, president of S ... Show More
33m 27s
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 considering ... Show More
20m 33s
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 Ch ... Show More
16m 34s
Aug 2022
Untapped Opportunities in Crypto With FTX's Amy Wu
On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto. After an explosion in VC funding throughout 2021, how have current market conditions effected private markets thro ... Show More
43m 43s
Mar 2022
BREAKDOWN: How Markets Are Interpreting the Fed’s First Hike Since 2018
Is a 25 basis point hike enough to stem the impact of inflation? This episode is sponsored by Nexo.io, Arculus and FTX US. Wednesday, the U.S. Federal Reserve increased its benchmark interest rate for the first time since 2018. This came despite an increasingly volatile economic ... Show More
15m 54s
Jan 2022
BREAKDOWN: What the Highest Inflation in 4 Decades Means for Markets
It all comes down to market expectations. This episode is sponsored by Nexo, Abra and FTX US.Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirmati ... Show More
16m 21s
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 long ... Show More
16m 14s
May 2022
BREAKDOWN: The Fed vs. VC – What’s Driving Crypto Short-Term and Long-Term Market Outlook
It’s a tale of two markets in crypto. This episode is sponsored by Nexo.io, NEAR and FTX US. In the short term, crypto is firmly a part of the larger macro cycle driven by the Fed’s fight against inflation. In the long term, however, there is much evidence that the market downtur ... Show More
17m 53s
Mar 2024
Trading the Next Crypto Bull Market | 1000x
Gm! We gathered at DAS London to record the first ever live episode of 1000x. We discuss where are we in the cycle, the ETF impact & Bitcoin's path to $100,000, is the alt L1 trade dead, Michael Saylor's Bitcoin trade structure & of course meme coins. Study the Felman. Lessons in ... Show More
42m 32s
Jul 2023
MARKETS DAILY: Crypto Update | Inflation Slows Down, but Prices Are Still Up
CPI came in cooler than expected, but it’s likely not enough to convince the Fed to not raise rates later this month.Today's episode is sponsored by Kraken Pro.Today's Stories:BlackRock’s (BLK) Bitcoin (BTC) ETF Application Takes Market Surveillance to the Next LevelMarkets Links ... Show More
9m 31s