The Macro Trading Floor

We Have A Deal: Now What?

Momentum Shock: What Next For Markets?

In this episode of The Macro Trading Floor, Alfonso and Brent analyze current market trends, noting a divergence where traditional indicators are failing and momentum drives asset movement, particularly in precious metals and "shitcos." They discuss the potential end of this momentum phase, look ahead to the upcoming C...

Gold & Cockroaches

Buy The Bubble or Watch It Burst?

Cracks In The US Labor Market - What Next?

The Truth Behind Fiscal Dominance

Run It Hot Hot Hot

Is The Fed Ready To Capitulate Dovish?

The Tariff Mismatch Theory

Carry & Options In A Trump World

Macro Crossroads: What's Next For Markets?

Time For The Fed To Turn Dovish?

Another $5 Trillion of US Deficits in 10 Years: Now What?

In this episode of The Macro Trading Floor, Alfonso and Brent discuss the potential implications of the proposed Republican fiscal plan, which could lead to a significant increase in the US deficit. They explore how the market might react to a 7% plus deficit, considering factors like current unemployment rates and pot...

Recession Risks & Reflexivity

Trillions of US Dollars To Sell?!

This episode explores the complexities of the current global economic landscape and the implications for currency markets. Against the backdrop of market volatility and uncertainty, the hosts discuss the unpredictable nature of headlines and their impact on short-term trading strategies. More significantly, they delve...

The Bond Vigilantes Are Here

You Ready For Liberation Day?

Wake Up: The German Fiscal Stimulus Is Huge

Growth Scare: Yes or No?

The Next Big Macro Trade