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A New Fed Put?

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Manage episode 416205574 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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://pod.link/1594407589/episode/48072fb61a2a4cd1bf4fbbf9dff7e555

  continue reading

77 episodes

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A New Fed Put?

The Macro Trading Floor

149 subscribers

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Manage episode 416205574 series 3338244
Content provided by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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://pod.link/1594407589/episode/48072fb61a2a4cd1bf4fbbf9dff7e555

  continue reading

77 episodes

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