A New Fed Put?

Alf and Brent discuss the major market shifts since the Warsh press conference. Is this a big macro shift or just a mini-trend that will ultimately slow down or even reverse? 

To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent discuss the best risk/reward ways to position for the macro environment ahead of us. They the ...  Show more

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This episode is taken from the weekly roundup edition of the On The Margin podcast hosted by Mi ...  Show more

The Fed chief  Show more

Michael Normyle – Nasdaq’s US Economist joins IBKR’s Jeff Praissman to discuss the rise in bond yields and issuance.

Contact Information:

Email:  Michael.Normyle@nasdaq.com

Web:   <a href='http://www.rareview ...

Stocks are relatively flat while treasury yields moved higher following an upside surprise in U.S. PPI this morning. Producer prices rose 0.3% month-over-month in November, above market forecasts of 0.2%. In today’s show, Maggie Lake is joined by Spectra Markets’ president Brent ...  Show more