In this week's episode, Brent and Alf discuss the implications of a Republican sweep. Markets reacted in a textbook way, but today they are busy unwinding most ''Trump trades''. Should we take Trump's agenda at face value and assume it's negative for bonds and positive for the USD? Or should we instead dig deeper and figure out what Trump really wants?

FREE trial to Alf's research: https://forms.gle/jF2nnD2VoNuQjem86

Check out Brent's research: https://www.spectramarkets.com/

Transcript: https://www.spectramarkets.com/tmtf-transcript-08nov24/

Rss Apple Podcaster
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.