George Robertson: The Fed Has No Control, The...

Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjo ...  Show more

This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are fi ...  Show more

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome Kevin Flanagan Head of Fixed Income Strategy at WisdomTree for a discussion on everything happening in global bond markets. Since 2022, the consensus has flip flopped from recession, to soft landing as ma ...  Show more

Dean is looking at shorting the Nasdaq 100 ETF ($QQQ) by using a "butterfly" spread. He wants to fade a Fed pivot (he wants to bet against the consensus that the Fed will reverse course and loosen policy) by shorting duration-sensitive equities such as those in the Nasdaq.  --  D ...  Show more

On today's episode of "The Macro Trading Floor," Andreas and Alfonso interpret the latest macroeconomic data and prepare for a week of important central bank meetings. They wonder whether the recent bullish movements in nearly every risk asset is a sign that quantitative easing ( ...  Show more

On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated recession in history by looking at the current market pricing in FX, rates and c ...  Show more