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Early Signs of Weakness

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Manage episode 417483414 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.

The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well.

Is the market ready for a regime switch?

Alf and Brent also discuss how they approach trading into volatile events, breaking long-term correlation, and the structural USD strength.

Links mentioned in the show:

https://www.spectramarkets.com/amfx/cad-v-wti-divortium/

https://www.atlantafed.org/cqer/research/gdpnow#Tab3

  continue reading

76 episodes

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Early Signs of Weakness

The Macro Trading Floor

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Manage episode 417483414 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.

The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well.

Is the market ready for a regime switch?

Alf and Brent also discuss how they approach trading into volatile events, breaking long-term correlation, and the structural USD strength.

Links mentioned in the show:

https://www.spectramarkets.com/amfx/cad-v-wti-divortium/

https://www.atlantafed.org/cqer/research/gdpnow#Tab3

  continue reading

76 episodes

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