The Macro Trading Floor

• The Tariff Mismatch Theory

  Alf and Brent discuss the sharp USD repricing and the market positioning for a mild tariff impact on the US economy - what if we get a surprising slowdown over the next few months instead?

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  32:04

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  32:04
• Carry & Options In A Trump World

  Alf and Brent discuss the recent clashes between the Trump administration and the Fed, the more friendly deal-making stance on tariff deals, and how to use options when trying to capture convex moves and incorporate carry into your thinking.

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  37:05

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  37:05
• Macro Crossroads: What's Next For Markets?

  Alf and Brent discuss the crossroads ahead of us for the economy and markets: the USD selling seems to have lost steam, and tariffs' impact on the economy won't be easy to judge for months. So, what lies ahead of us? To reach out to Alf and Brent, shoot an email at [email protected]

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  36:18

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  36:18
• Time For The Fed To Turn Dovish?

  Alf and Brent discuss the recent soft CPI print and the state of the US labor market. They highlight the odds of a dovish Fed pivot, and what that might entail for markets. Transcript: https://www.spectramarkets.com/tmtf-transcript-11jun25/

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  32:59

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  32:59
• Another $5 Trillion of US Deficits in 10 Years: Now What?

  Alf and Brent discuss recent market developments with a focus on the ''big beautiful bill'' that Republicans are trying to pass in the House and Senate. The initial estimate suggest new tax cuts would increase US budget deficits by about $500bn per year for the next decade. Will the market give another free pass to US deficits, or will the bond/USD vigilantes show up this time?

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  22:42

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  22:42

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