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Animal Spirits Are Back For Markets

Animal Spirits Are Back For Markets

FromThe Macro Trading Floor


Animal Spirits Are Back For Markets

FromThe Macro Trading Floor

ratings:
Length:
33 minutes
Released:
Feb 5, 2023
Format:
Podcast episode

Description

On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles.

Markets have rallied through January with the S&P 500 returning roughly 8% so far in 2023. With the most speculative risk asset's rallying the most, it seems that "animal spirits" are back for investors. Alfonso & Andreas walk through the liquidity backdrop before sharing their actionable trade ideas, but to hear that, you'll have to tune in!
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Subscribe To The Macro Compass: https://www.themacrocompass.com/
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This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_mac..., you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.
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WisdomTree is a global ETF and ETP sponsor and asset manager founded in 2006 and with a track record of innovation and creating better ways to invest. Today, we offer a broad range of differentiated ETFs and ETPs across equities, thematics, commodities, fixed income, currencies, short and leveraged, and cryptocurrencies with over $80 billion in assets under management. For more information, please visit https://bit.ly/3VXYPkx
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Referenced In The Show:

FX weekly: Get ready for climate QE: https://corporate.nordea.com/article/49339/fx-weekly-get-ready-for-climate-qe
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Timestamps:

(00:00) Introduction
(01:09) Breaking Down Powell's Comments
(07:14) It's All About Liquidity
(10:30) “Curve Ad”
(11:40) It's All About Liquidity
(12:33) One Of Lagarde's Worst ECB Press Conferences
(22:00) “Wisdom Tree Ad”
(22:33) Actionable Trade Ideas
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Feb 5, 2023
Format:
Podcast episode

Titles in the series (63)

Every week, one of the best worldwide macro investors joins this unique show to talk about the economy, markets and elaborate the next big actionable macro trade! The show is hosted by two young and institutionally successful European macro stars: Alfonso Peccatiello (former Head of a $20bn Investment Portfolio at ING) and Andreas Steno Larsen (former Chief Strategist at Nordea).