Shelter, Shelter Data and Disinflation

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly).

In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo also talks about the reaction function of the Fed, and a few idiosyncratic ideas.