Financial Repression Is Here To Stay

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 focus on various aspects of their investment/risk management process. They discuss several id ...  Show more

To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent refresh their macro and trading frameworks on the basis of new info: the Iran/US MoU in negotiation phase, how the world might look like when Hormuz reopens, the Japanes ...  Show more

The first <a href="https://www.economist.com/finance-and-economics/2024/09/18/why-the-federal-reserve-has-gambled-on-a-big-interest-rate-cut?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_arti ...

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? W ...

The first reduction in interest rates for four years shows America’s Federal Reserve thinks inflation is now in check. But does the central bank’s decision suggest it is now concerned about the labour market? Ukraine wants its allies to provide long-range missiles (9:50). Our cor ...  Show more

Here we are, the last day and the last trading day of the year. It’s now been about two years that ChatGPT was launched and it’s been two years that the AI buzz pushed some US Big Tech companies to ... the sky, really. The consensus is that 2025 should be a good year, that the e ...  Show more