The Macro Trading Floor
It's Macro ShowTime!
Jul 12, 2024
Market analysts Alfonso Peccatiello and Brent Donnelly discuss the market reaction to US CPI, trade strategies for a Trump win, US Dollar impact, and bond market trends. They also talk about starting a macro fund, challenges in determining skill vs luck, navigating low FX volatility, and testing decision-making skills with Elm Coin Toss Software.
39:25
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Quick takeaways
- Inflation data indicates a friendlier environment, questioning the need for highly restrictive policies.
- Political events like US elections can impact markets, highlighting uncertainty and influencing trading strategies.
Deep dives
Discussion on CPI Data and Fed's Potential Moves
The podcast episode delves into the recent release of CPI data, which showed core inflation at 2% on a three-month basis and 3% on a six-month basis, indicating a friendlier inflation environment. There is a debate on the Federal Reserve's potential actions, with one perspective suggesting that with consistent low inflation rates globally, a highly restrictive policy might not be necessary.
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