China's Growth Push Is Part of the European Growth Story

The X-Date for the debt ceiling is approaching and US politicians don't seem keen in finding a swift resolution. This will impact global liquidity, the bond markets and the US Dollar. Alf and Andreas discuss this theme, reflect over US inflation and present some actionable trade ideas. If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here! - Alf's website: https://www.themacrocompass.com/ - Andreas' website: https://stenoresearch.com/ Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.