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Innhold levert av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Will The Fed Cut by 25 or 50 bps?

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Manage episode 438488459 series 3338244
Innhold levert av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Alf and Brent discuss recent developments in macro and labor market data, and debate whether the Fed will cut by 25 or 50 bps in September. Is the bond market overestimating the amount of upcoming cuts, or economic weakness will require the Fed to cut rates even more aggressively? They then move to investigate how long-term investing bias can negatively affect short-term oriented trading decisions, and how to measure consensus.

Free trial to Alf's Institutional Research: https://forms.gle/6bXTD5ApyrdvSv798

Subscribe to Brent's newsletter: https://www.spectramarkets.com/am-fx/

Commodities are the worst-performing asset class over the past 20 years:

https://www.mfs.com/content/dam/mfs-enterprise/mfscom/sales-tools/sales-ideas/mfsp_20yrsa_fly.pdf

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-6-september-2024/

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91 episoder

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Manage episode 438488459 series 3338244
Innhold levert av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Alf and Brent discuss recent developments in macro and labor market data, and debate whether the Fed will cut by 25 or 50 bps in September. Is the bond market overestimating the amount of upcoming cuts, or economic weakness will require the Fed to cut rates even more aggressively? They then move to investigate how long-term investing bias can negatively affect short-term oriented trading decisions, and how to measure consensus.

Free trial to Alf's Institutional Research: https://forms.gle/6bXTD5ApyrdvSv798

Subscribe to Brent's newsletter: https://www.spectramarkets.com/am-fx/

Commodities are the worst-performing asset class over the past 20 years:

https://www.mfs.com/content/dam/mfs-enterprise/mfscom/sales-tools/sales-ideas/mfsp_20yrsa_fly.pdf

Transcript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-6-september-2024/

  continue reading

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