2min chapter

The Macro Trading Floor cover image

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

The Macro Trading Floor

CHAPTER

Macro Trading Floor - What's Your Top Voter?

I think it took me at least until mid April, maybe even early May, to recalibrate my investment models to the new world. The thing that surprised me the most was first of all that Putin invaded Ukraine. If somebody in 2022 tries to say he was not wrong, at least five times is a liar. We did pretty okay, anticipating a lot of pretty decent macro calls.

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