About this episode
Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?To contact Alf: send him an email at info@palinurocapital.com or contact him on Bloomberg (Alfonso Peccatiello)To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on http://www.spectramarkets.com/Brent’s piece on positioning: https://50in50.substack.com/p/trade-11-sentiment-and-positioningTranscript: https://www.spectramarkets.com/the-macro-trading-floor-transcript-02-august-2024/
