『The Macro Trading Floor』のカバーアート

The Macro Trading Floor

The Macro Trading Floor

著者： Alfonso Peccatiello & Brent Donnelly
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概要

 The Macro Trading Floor is a fun and actionable macro and markets podcast hosted by Alfonso Peccatiello and Brent Donnelly. If you are looking for banter, financial education, and actionable trade ideas this is the podcast for you!Copyright Alfonso Peccatiello 個人ファイナンス 政治・政府 経済学
エピソード
  • The New Fed vs The Good Old Bond Market

    The New Fed vs The Good Old Bond Market
    2026/01/30
    To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent discuss how the appointment of the new Fed Chair could shape the US policy making objective in the bond market. The repercussions on the USD and on the incentive schemes for other large bond market players (e.g. Japanese investors) are not to be underestimated.
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    37 分
  • US Dollar Hedging: A Real Risk or Just a Narrative?

    US Dollar Hedging: A Real Risk or Just a Narrative?
    2026/01/23
    To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent reflect on the April-2025-like price action which coincided with the tariff threats. Now that the TACO is here, the real question is: will this episode encourage global pension funds to hedge their gigantic USD exposure?
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    37 分
  • Japanese Macro Tails

    Japanese Macro Tails
    2026/01/16
    To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent focus the discussion on Japanese short-term and long-term macro: is the MoF ready to intervene? How do you trade these policymaker-induced setups? And in the long-run, will the market keep punishing the JPY and long-end bonds or will the Bank of Japan turn hawkish and surprise the market?
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    37 分
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