On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Teddy Vallee, Founder & Chief Investment Officer at Pervalle Global.

After positioning to be short everything in the first half of 2022, Teddy now sees an environment where inflation will begin to roll over. With typical growth indicators slowing down such as commodities, Teddy sees an attractive risk/reward in the bond market. 

Teddy then shares his actionable trade idea, but to hear that, you'll have to tune in!
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DAS
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Referenced In The Show:

BOE Raises Rates by Most Since 1995, Warns of Long Recession: https://www.bloomberg.com/news/articles/2022-08-04/boe-raises-rates-by-most-since-1995-warns-of-long-recession 

Sweeping Mortgage Boycott Changes the Face of Dissent in China: https://www.bloomberg.com/news/features/2022-08-03/china-real-estate-market-crisis-protests-may-spur-multi-billion-dollar-rescue
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Timestamps:
(00:00) Introduction
(01:17) Top Stories Of The Week
(10:13) DAS
(11:33) Feature Interview with Teddy Vallee
(16:12) Why Is Inflation Heading Lower?
(21:20) Will Powell Pivot?
(23:34) Market reaction To Powell's Comments
(28:42) The Effects Of Quantitative Tightening
(31:02) Outlook For The U.S Dollar
(34:11) What Is Happening In The Bond Market?
(36:49) Teddy's Actionable Trade Idea
(40:51) Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.