The Macro Trading Floor

• More Pain Ahead Or Buy The Dip?

  The Nasdaq has now sold off nearly 10% from the highs, and the pain in momentum assets is even more severe. Alf and Brent discuss whether there are reasons to believe more pain lies ahead, or this is the time to step in and buy the dip.

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  30:17

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  30:17
• ''Run It Hot'': The Comeback?

  Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward? Want to reach out to Alf or Brent? Alfonso Peccatiello on Bloomberg chat, or [email protected] Brent Donnelly on Bloomberg chat, or [email protected]

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  28:29

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  28:29
• We Have A Deal: Now What?

  Alf and Brent discuss the market reaction to the ''deal'' between Trump and Xi: what happens next? The duo also covers the Fed and BoJ decisions, the state of the AI trade, and the Supreme Court hearings on tariffs starting next week.

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  31:10

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  31:10
• Momentum Shock: What Next For Markets?

  Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: ⁠TMTF Trade Of The Week Alf and Brent discuss the vicious momentum unwind which took down precious metals and various speculative stock market sectors: what should we expect now? The duo also discusses the upcoming US CPI, and take a step back to assess the big picture macro setup we will likely face for the next 6-9 months.

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  29:10

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  29:10
• Gold & Cockroaches

  Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week In this episode, Alf and Brent discuss the massive rally in precious metals: what's behind it? Is it a broad debasement theme or just a big momentum trade? And is Dimon right when he talks about more cockroaches in credit markets?

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  31:40

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  31:40

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