Przejdź do trybu offline z Player FM !
How To Trade Macro Now?
Manage episode 418695853 series 3338244
(Links mentioned in the podcast are in the show notes below: check them out!)
Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets are going to continue with this low-vol grind higher, how do you trade macro now? Also, China seems to be cooking something big this time.
- Contact me (Alfonso Peccatiello) on Bloomberg to check out the Crowded Trades Indicator
- Link to Bill Bishop piece on China:
https://sinocism.com/p/putin-in-china-reactions-to-us-tariffs
- Link to the interview with Paul Tudor Jones: https://www.linkedin.com/posts/alfonso-peccatiello-72156a6a_paul-tudor-jones-market-wizards-activity-7196033190011060226-jDKp?utm_source=share&utm_medium=member_desktop
80 odcinków
Manage episode 418695853 series 3338244
(Links mentioned in the podcast are in the show notes below: check them out!)
Alf and Brent discuss the soft patch the US seems to be going through and the CPI number released this week. If markets are going to continue with this low-vol grind higher, how do you trade macro now? Also, China seems to be cooking something big this time.
- Contact me (Alfonso Peccatiello) on Bloomberg to check out the Crowded Trades Indicator
- Link to Bill Bishop piece on China:
https://sinocism.com/p/putin-in-china-reactions-to-us-tariffs
- Link to the interview with Paul Tudor Jones: https://www.linkedin.com/posts/alfonso-peccatiello-72156a6a_paul-tudor-jones-market-wizards-activity-7196033190011060226-jDKp?utm_source=share&utm_medium=member_desktop
80 odcinków
Wszystkie odcinki
×Zapraszamy w Player FM
Odtwarzacz FM skanuje sieć w poszukiwaniu wysokiej jakości podcastów, abyś mógł się nią cieszyć już teraz. To najlepsza aplikacja do podcastów, działająca na Androidzie, iPhonie i Internecie. Zarejestruj się, aby zsynchronizować subskrypcje na różnych urządzeniach.