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It's All About Liquidity & Inflation Now

It's All About Liquidity & Inflation Now

FromThe Macro Trading Floor


It's All About Liquidity & Inflation Now

FromThe Macro Trading Floor

ratings:
Length:
44 minutes
Released:
Jun 4, 2023
Format:
Podcast episode

Description

The debt ceiling soap opera is over and hence it’s time to rebuild the Treasury General Account - Alf and Andreas bust some of the myths around this topic, and discuss the real market implications out of this. They also look at inflation developments around the world, labor markets and conclude with some actionable investment ideas.

If you enjoyed this episode and you want to read more macro analysis and investment strategy from Alf and Andreas you can do so here!

- Alf's website: https://www.themacrocompass.com/
- Andreas' website: https://stenoresearch.com/

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.
Released:
Jun 4, 2023
Format:
Podcast episode

Titles in the series (63)

Every week, one of the best worldwide macro investors joins this unique show to talk about the economy, markets and elaborate the next big actionable macro trade! The show is hosted by two young and institutionally successful European macro stars: Alfonso Peccatiello (former Head of a $20bn Investment Portfolio at ING) and Andreas Steno Larsen (former Chief Strategist at Nordea).