3min chapter

The Macro Trading Floor cover image

A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen

The Macro Trading Floor

CHAPTER

The Energy Trade in Stock Space in 2022 - The Best Setup

I had a lot of stuff wrong in 2022, but I had one thing very right. The European energy situation come August, September was much better than reported. Political uncertainty was almost a nothing burger at the end of the day. Jim Leitner came on the show and he talked about being along the Brazilian Real against the dollar.

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