The Macro Trading Floor Podcast Por Alfonso Peccatiello & Brent Donnelly arte de portada

The Macro Trading Floor

The Macro Trading Floor

De: Alfonso Peccatiello & Brent Donnelly
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 The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!Copyright Alfonso Peccatiello Economía Finanzas Personales Política y Gobierno
Episodios
  • Time For The Fed To Turn Dovish?

    Time For The Fed To Turn Dovish?
    Jun 13 2025
    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/
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    33 m
  • Another $5 Trillion of US Deficits in 10 Years: Now What?

    Another $5 Trillion of US Deficits in 10 Years: Now What?
    May 16 2025
    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 vigilantes show up this time?
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    23 m
  • Recession Risks & Reflexivity

    Recession Risks & Reflexivity
    May 2 2025
    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 a gameplan to approach rates, FX and equity markets. To contact Alf: ping Alfonso Peccatiello on Bloomberg To contact Brent: ping Brent Donnelly on Bloomberg Podcast transcript: https://www.spectramarkets.com/tmtf-transcript-01may25/
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    36 m
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