The Good, The Bad & The Safe Haven

Alf and Brent are back to discuss the Bessent buyback plan and its impact on markets. The duo focuses on gold, the long-end and the USD as potential release valves. The discussion then moves to two macro idiosyncratic ideas. 

In this episode, Alf and Brent talk about the Fed's likely reaction function to incoming data and the Bessent/Japan accord on the JPY. The duo then discusses one of the trickiest questions for macro PMs: when to use options, and how to size them? 

Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ...  Show more

On this episode of Trading Spaces, Dan Nathan, Guy Adami, and Danny Moses discuss the volatility in the stock and bond markets, the crypto crash over the weekend, the reopening trade roaring back and semis at key inflection points. They are joined by cannabis industry insider Bra ...  Show more

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ...  Show more

With bitcoin and equities signaling a risk reset as the West mulls sanctions on Russia for aiding rebel areas of Ukraine, and a look at the macro moment, CoinDesk’s Markets Daily is back with the latest news roundup. This episode is sponsored by Kava, Arculus and MELD.com.  Toda ...  Show more