Macro Mayhem!

Alf and Brent reflect on the massive bond market rally and the explosive move in the Japanese Yen - what’s next for macro?

To contact Alf: send him an email at info@palinurocapital.com or contact him on Bloomberg (Alfonso Peccatiello)

To contact Brent: ping him on Bloomberg (Brent Donnelly) or go on spectramarkets.com

Brent’s piece on positioning: 50in50.substack.com/p/trade-11-sentiment-and-p…

Transcript: spectramarkets.com/the-macro-trading-floor-tra…