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Volatility is Coming
Manage episode 406593925 series 3338244
The bond market is waking up to the idea that inflation might be a bit stickier and the Fed's hands are tied. Alf and Brent discuss what this implies for global macro asset classes, and highlight a few trade ideas.
Sign up for the free waiting list for Brent's upcoming Spectra School course: https://www.spectramarkets.com/school/
87 episodes
Manage episode 406593925 series 3338244
The bond market is waking up to the idea that inflation might be a bit stickier and the Fed's hands are tied. Alf and Brent discuss what this implies for global macro asset classes, and highlight a few trade ideas.
Sign up for the free waiting list for Brent's upcoming Spectra School course: https://www.spectramarkets.com/school/
87 episodes
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