Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Konten disediakan oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
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Frances Donald: The Yield Curve Signals A Huge Warning
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Manage episode 332027404 series 3338244
Konten disediakan oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Frances Donald Global Chief Economist & Strategist at Manulife Investment Management. Walking through the most important macro factor right now, inflation, Frances shares how every central bankers worst nightmare is manifesting itself in markets. Sharing her outlook on inflation and the bond market, Frances sees a scenario where the flattening yield curve will lead to another inversion across 2's 10's & 5's 30's. Could a new regime of secular stagflation be upon us? Frances then shares her actionable trade idea, but to hear that, you'll have to tune in! -- Follow Frances: https://twitter.com/francesdonald Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927 ECB to design new bond-buying plan to tackle market turmoil: https://www.ft.com/content/c519e5d5-f4c3-4554-9484-ddca75cf9bf3?sharetype=gift Stop Fooling Around, J-Pow: https://themacrocompass.substack.com/p/bad-cop-good-cop#details -- Timestamps: (00:00) Introduction (00:59) Top Stories Of The Week (07:41) Take Of The Week (14:33) Feature Interview With Frances Donald (16:03) FOMC Meeting (22:38) Inflation (27:21) The Neutral Rate (30:55) The Yield Curve (35:59) Frances' Actionable Trade Idea (39:27) Quantitative Tightening (42:42) Post Interview: Final Thoughts -- 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.
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71 episode
MP3•Beranda episode
Manage episode 332027404 series 3338244
Konten disediakan oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Alfonso Peccatiello & Brent Donnelly, Alfonso Peccatiello, and Brent Donnelly atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Frances Donald Global Chief Economist & Strategist at Manulife Investment Management. Walking through the most important macro factor right now, inflation, Frances shares how every central bankers worst nightmare is manifesting itself in markets. Sharing her outlook on inflation and the bond market, Frances sees a scenario where the flattening yield curve will lead to another inversion across 2's 10's & 5's 30's. Could a new regime of secular stagflation be upon us? Frances then shares her actionable trade idea, but to hear that, you'll have to tune in! -- Follow Frances: https://twitter.com/francesdonald Follow Andreas: https://twitter.com/AndreasSteno Follow Alfonso: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surprise-0-75-percentage-point-rate-rise-this-week-11655147927 ECB to design new bond-buying plan to tackle market turmoil: https://www.ft.com/content/c519e5d5-f4c3-4554-9484-ddca75cf9bf3?sharetype=gift Stop Fooling Around, J-Pow: https://themacrocompass.substack.com/p/bad-cop-good-cop#details -- Timestamps: (00:00) Introduction (00:59) Top Stories Of The Week (07:41) Take Of The Week (14:33) Feature Interview With Frances Donald (16:03) FOMC Meeting (22:38) Inflation (27:21) The Neutral Rate (30:55) The Yield Curve (35:59) Frances' Actionable Trade Idea (39:27) Quantitative Tightening (42:42) Post Interview: Final Thoughts -- 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.
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