Don't Make This Mistake

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? 

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? 

Blockworks is proud to present a new podcast with Alfonso Peccatiello, co-host of “The Macro Trading Floor.” Each week on “Boiler Room,” Alf interviews the top names in finance to help you maneuver markets. In the debut episode, Alfonso is joined by Brent Donnelly, president of S ...  Show more

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