Macro Mayhem!
Update: 2024-08-02
Description
Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?
To contact Alf: send him an email at info@palinurocapital.com or contact him on Bloomberg (Alfonso Peccatiello)
To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/
Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioning
Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/
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