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- Submitted Jan 10, 2025|From youtube.com/themacrotradingfloor|1 comment

Alf and Brent discuss the big moves in UK bond markets and the drop in the UK Sterling: bond vigilantes are in action, but what next? They also focus on the upcoming tariff announcement and the impact on US bond markets, the US Dollar and equity ...
- Submitted Jan 12, 2024|From fridayspeedrun.substack.com

CPI didn’t shed much new light on the inflation story in the USA. The immaculate disinflation and soft landing narrative remain intact, but they’re almost fully priced in and therefore what you are seeing is a lot of chop as the market pricing and ...