Alf and Brent discuss the recent sharp moves in US election polls and betting markets: Trump's odds are moving up, and so are the odds of a Red Sweep. Is the market fully incorporating these odds? Also, the duo discusses the possibility of persistent financial repression regardless of who prevails in US elections. Finally, they engage in a discussion about the importance of correlations for macro portfolios.
Want to be in touch with Alf? Ping Alfonso Peccatiello on Bloomberg or enroll in the two-weeks free trial of his institutional research: https://forms.gle/5GfSwfzovsFpCA5q7
Want to be in touch with Brent? Ping Brent Donnelly on Bloomberg or visit spectramarkets.com
Podden och tillhörande omslagsbild på den här sidan tillhör Alfonso Peccatiello & Brent Donnelly. Innehållet i podden är skapat av Alfonso Peccatiello & Brent Donnelly och inte av, eller tillsammans med, Poddtoppen.
