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May 16
22m 42s

Another $5 Trillion of US Deficits in 10...

Alfonso Peccatiello & Brent Donnelly
About this episode
Alf and Brent discuss recent market developments with a focus on the ''big beautiful bill'' that Republicans are trying to pass in the House and Senate. The initial estimate suggest new tax cuts would increase US budget deficits by about $500bn per year for the next decade. Will the market give another free pass to US deficits, or will the bond/USD vigilante ... Show More
Up next
Jun 13
Time For The Fed To Turn Dovish?
Alf and Brent discuss the recent soft CPI print and the state of the US labor market. They highlight the odds of a dovish Fed pivot, and what that might entail for markets. Transcript: https://www.spectramarkets.com/tmtf-transcript-11jun25/ 
32m 59s
May 2
Recession Risks & Reflexivity
Alf and Brent discuss the reflexivity bias: now that the S&P500 is rallying again, investors are keen to talk about AI Capex driving indexes higher - where were they when we hit 4,800? Always be aware of your negative and positive biases. The duo also discusses recession odds and ... Show More
36m 18s
Apr 25
Trillions of US Dollars To Sell?!
This week, Alf and Brent focus on an obscure yet crucial component of FX flows: the hedging needs from large institutional investors. These whales own $33+ trillion of USD-denominated assets, and over the last 15 years they have systematically under-hedged their USD exposure - we ... Show More
32m 5s
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