logo
episode-header-image
May 2024
37m 24s

A New Fed Put?

Alfonso Peccatiello & Brent Donnelly
About this episode
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a new Fed Put this week.  Link to Brent's favorite podcast this week: https://po ... Show More
Up next
Jan 23
US Dollar Hedging: A Real Risk or Just a Narrative?
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encoura ... Show More
37m 12s
Jan 16
Japanese Macro Tails
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent focus the discussion on Japanese short-term and long-term macro: is the MoF ready to intervene? How do you trade these policymaker-induced setups? And in the l ... Show More
36m 34s
Jan 9
The Everything SuperCycle?
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo also talks about the reaction func ... Show More
37m 59s
Recommended Episodes
Aug 2020
Powell Speaks, Investors Listen, Historic Monetary Policy Changes, Breaking News on TikTok As its CEO Announces He’s Leaving the Company, Abbott Labs Gets FDA Approval for Rapid COVID-19 Test
<p>Carl Quintanilla, Jim Cramer and David Faber digest comments from Federal Reserve Chairman Jerome Powell. The Fed Chair presenting at the virtual Jackson Hole summit and announcing a major policy shift to “average inflation targeting.” The central bank will be more inclined to ... Show More
57m 28s
Nov 2024
Sometimes good just isn’t good enough
<p>The market’s reaction to Nvidia’s highly anticipated results last night indicates just how high expectations were. The company’s results exceeded analysts’ expectations and it delivered a strong forecast for the current quarter, but the revenue forecast just wasn’t enough for ... Show More
11m 31s
Aug 2025
Powell to the People?
<p>In this episode, IBKR’s own Chief Market Strategist Steve Sosnick breaks down Jerome Powell’s latest Jackson Hole speech and what it could mean for September rate cuts, inflation targets, and market psychology.</p> 
13m 15s
Aug 2024
Stocks rise further on tame inflation readings – now it’s all about the Fed
<p>This week's inflation data releases have been favourably received by financial markets. After the UK, the US also released inflation figures that indicate further progress towards disinflation, paving the way for potential interest rate cuts beginning in September. The extent ... Show More
14m 2s
Mar 2025
Trading the Tech Bounce 3/19/25
<p>Frank Holland and the Investment Committee debate trading the tech bounce ahead of the crucial Fed decision. CNBC’s Senior Economics Reporter Steve Liesman joins us with what he’s expecting from Fed Chair Jerome Powell. And later, the desk discuss the latest Calls of the Day.  ... Show More
42m 17s
Sep 2025
The Fed is back to lowering rates
The US central bank delivered a widely expected rate cut, sparking mixed market reactions amid cautious optimism. Tech stocks wobbled, especially Nvidia, after China’s internet regulator had told the country’s tech companies to stop buying Nvidia’s AI chips and terminate its exis ... Show More
12m 11s
Sep 2025
Markets rally as ECB holds rates and US data fuels Fed rate cut bets
marked a second consecutive pause following eight hikes since last year. In the US, data was mixed: inflation remains sticky but isn’t accelerating, and jobless claims unexpectedly surged. These developments have reinforced expectations of a Federal Reserve rate cut next week. As ... Show More
14 m
Sep 2023
The Hawkish Halt: Why the Market Finally Believes "Higher for Longer"
Today NLW digs into the FOMC decision to keep rates consistent and explores why many are causing it a hawkish pause and recognizing that the Fed really is going to keep rates higher for longer. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch ... Show More
13m 47s
Jul 2022
Agree to Disagree: Can the Fed Manage a Soft Landing?
The Fed recently announced aggressive interest rate hikes and is signaling more to come. Its goal? To stabilize the economy amid surging inflation (reaching rates not seen in some 40 years) and lingering supply chain disruptions and shortages. But can the Fed actually manage a so ... Show More
53m 17s
Listen to millions of songs and podcasts on Anghami