Macro trading star10/22/2023 ![]() **As compared to the national high-yield savings average of 3.43% (Source: /NextAdvisor as of 12/30/22). *26-week T-bill rate (as of 4/16/23) when held to maturity. Today's show is sponsored by : Get a 4.9% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to ![]() With the U.S Dollar also erasing its gains against other major currencies, is this the perfect environment for a continued rally, or not? Finally, Alf & Andreas share their actionable trade ideas, but to hear that, you'll have to tune in! We then discuss why markets are rallying as everything from the S&P, Banks & Bitcoin begin to retrace prior losses. On today's episode of The Macro Trading Floor, Alfonso & Andreas begin by breaking down the bank earnings on the back of the recent banking turmoil across markets. To hear all this and more, you'll have to tune in! We discuss the signals emerging out of Asia and how this will spillover into European & U.S markets. On today's episode of The Macro Trading Floor, Alfonso & Andreas take a tour of the global macro landscape by looking at the key themes to watch around the globe. ![]() Subscribe to The Macro Trading Floor YouTube channel: Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. Subscribe to Blockworks Daily Newsletter: ĭisclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Get top market insights and the latest in crypto news. How will this impact loan growth & credit creation in the economy, and how will that in turn impact markets? To hear all this & more, you'll have to tune in! Academic papers claim ample evidence of herding and sequential dissemination of information. On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued banking turmoil as First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. Macro inefficiency is evident in the simplicity of dominant investment rules, such as trend and carry, the conspicuous absence of economic data in most strategies, and the bias of financial economics towards marketing rather than trading. In a few episodes, The Macro Trading Floor is about to stop for a while: want to keep up with Andreas and Alf’s macro views? In this episode, Alf and Andreas discuss the decisions from the Fed, ECB and Bank of Japan. If you are not an institutional investor and you think you'll miss Alf’s analysis on TMTF, his timely macro strategy pieces and trade ideas are available also in podcast format on - check it out! Going to miss Alf’s views on TMTF? No worries!Īlf offers a bespoke service for institutional investors where he provides dedicated research and trade ideas leveraging on his experience running money and having been in your seat before (all also available in podcast/audio format like TMTF!) - send us an email at to discuss a deal! Also remember to follow Andreas at on Twitter. You can keep up with Andreas through the brand new macro podcast called ‘Macro Sunday’ as well as through his research platform at where you can currently get a 30% discount with the code ‘macro30’. Want to keep up with Andreas and Alf’s macro views? A last, fascinating tour across global macro asset classes before Alf and Andreas switch the lights off for a while.
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