It's Lonely On Disinflation Island
Play • 35 min
On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the data points suggesting a possible resurgence of inflation in both the U.S and Europe. As the yield curve continues to reprice higher, how does this impact the higher for longer thesis in rates? Alf and Andreas then share their actionable trade ideas, but to hear that, you'll have to tune in! -- Today's show is sponsored by Get a 5.1% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to *26-week T-bill rate (as of 3/5/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: as of 12/30/22). -- Follow Andreas: Follow Alf: Follow Blockworks: Subscribe To The Macro Compass: Subscribe To Steno Research: Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: -- Referenced In The Show: Blackstone Defaults on Nordic CMBS as Property Values Wobble: -- Timestamps: (00:00) Introduction (00:35) It's Lonely On Disinflationary Island (05:19) Where Is The Chinese Reopening Stimulus? (12:25) When Do You Fade The Narrative? (18:59) “Public Ad” (19:31) Blackstone Defaults On CMBS (27:12) Actionable Trade Ideas -- 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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