Player FM 앱으로 오프라인으로 전환하세요!
Early Signs of Weakness
Manage episode 417483414 series 3338244
The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well.
Is the market ready for a regime switch?
Alf and Brent also discuss how they approach trading into volatile events, breaking long-term correlation, and the structural USD strength.
Links mentioned in the show:
https://www.spectramarkets.com/amfx/cad-v-wti-divortium/
https://www.atlantafed.org/cqer/research/gdpnow#Tab3
96 에피소드
Manage episode 417483414 series 3338244
The Bank of England pre-announced a rate cut in June, the Swedish Riksbank cut interest rates, and there are a few early signs of weakness emerging in the US as well.
Is the market ready for a regime switch?
Alf and Brent also discuss how they approach trading into volatile events, breaking long-term correlation, and the structural USD strength.
Links mentioned in the show:
https://www.spectramarkets.com/amfx/cad-v-wti-divortium/
https://www.atlantafed.org/cqer/research/gdpnow#Tab3
96 에피소드
ทุกตอน
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.