It's Lonely On Disinflation Island

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment? 

Brent and Alf discuss the n-th injection of the Orange Variable in markets: Trump decided to escalate again with Iran, and even suggested the ceasefire might be over altogether. The duo discusses how to approach these injections of uncertainty, and what are the best trading and r ...  Show more

This episode is sponsored by Nexo, Arculus, FTX US and MELD.com. Today Twitter was alight with discussion of the biggest inflation print since 1982. With 7.5% inflation, a hike of 50 basis points is looking more and more likely in March. This should be bad news for risk assets. ...  Show more

This episode is sponsored by Nexo.io, Arculus and FTX US.  March saw the U.S.’ highest year-over-year inflation print since 1981, coming in at 8.5%. NLW explores why the discussion around inflation is taking an even more pitched and aggressive turn and how the market responded ...  Show more

On todays episode, Aahan Menon Founder of Prometheus Research joins the show for a discussion on his current macro outlook looking at the economy, growth, markets & liquidity. With a wave of U.S Treasury issuance on the horizon, Aahan explains why he now sees a perfect opportuni ...  Show more

Guy Adami and Liz Young Thomas from SoFi dissect the latest market trends, including rising 10-year yields and their impact on housing. They explore Goldman's surprising decade-long bearish forecast for U.S. stocks and discuss upcoming earnings from major companies. The hosts als ...  Show more