Market Perspectives on Inflation and Fed Predictions

In this episode, Alf and Brent reflect on the upcoming ''Tariff Day'' and how to trade it. The duo shares their scenario-based approach covering multiple asset classes including bonds, FX and equities.

Alf can be reached via X (@MacroAlf) and on Bloomberg (Alfonso Peccatiello)

Brent can be reached via X (@@donnelly_brent) and on Bloomberg (Brent Donnelly)

Show notes: https://50in50.substack.com/p/trade-6-options-or-cash

Transcript: https://www.spectramarkets.com/tmtf-transcript-17jan25/