The Macro Trading Floor

This Is It

Jun 25, 2023

31:27

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Quick takeaways

Global central banks' hawkish stance on inflation contrasts with market reactions, seen through bond market shifts.

ECB faces hurdles in addressing inflation, challenging market confidence in its forecasts and policy decisions.

Deep dives

Global Central Banks' Hawkish Moves and Market Reactions

Central banks like the Bank of England and Norges Bank have made significant interest rate hikes, signaling a hawkish stance on inflation. Despite these moves, market reactions have been intriguing, with bond markets showing strong opinions through inverted yield curves and recalibrations in rate expectations.

Introduction

3min

The European Central Bank's Position on the Inflation Curve

4min

The Golden Handcough Syndrome in the US Housing Market

4min

The Dollar Versus C&Y: A Tourist Trade

4min

The Regional Banks' Relief After the Fed Pulsing

3min

The Japanese Yen Trade Could Look Like a Good Expected Value Trade

4min

Long Boons: A High Conviction Trade

4min

The Importance of Supporting the System

3min

Macro Sunday: The New Podcast

2min

A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while. Want to keep up with Andreas and Alf’s macro views? You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at www.stenoresearch.com, where you can currently get a 30% discount with the code ‘macro30’. Also remember to follow Andreas at @andreassteno on Twitter. Going to miss Alf’s views on TMTF? No worries! Alf offers a bespoke service for institutional investors where he provides dedicated research and trade ideas leveraging on his experience running money and having been in your seat before (all also available in podcast/audio format like TMTF!) - send us an email at pro@themacrocompass.com to discuss a deal! If you are not an institutional investor and you think you'll miss Alf’s analysis on TMTF, his timely macro strategy pieces and trade ideas are available also in podcast format on TheMacroCompass.com - check it out!

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The Macro Trading Floor

This Is It

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Global Central Banks' Hawkish Moves and Market Reactions

European Central Bank's Policy Dilemma and Market Uncertainty

Market Outlook and Trade Ideas

Remember Everything You Learn from Podcasts