2min chapter

The Macro Trading Floor cover image

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

The Macro Trading Floor

CHAPTER

The Six Quickies, Andreas

Andreas Meissner: I like to have a bit of net long equity exposure, but in a spread setup with three sectors that I like. He says it's basically short cyclicals and long boring stuff effectively. "It's been working pretty well over the last two months," he says. But when market started focusing on fact that economy is really slowing down...mezzanine price will go up as inflation goes down.

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