Momentum Shock: What Next For Markets?
Donnerstag, 23. Oktober 2025 · 29 min
Kapitelklicken springt direkt hin
Shownotes
Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week (tinyurl.com/TMTF-Trade-Of-The-Week)
Alf and Brent discuss the vicious momentum unwind which took down precious metals and various speculative stock market sectors: what should we expect now? The duo also discusses the upcoming US CPI, and take a step back to assess the big picture macro setup we will likely face for the next 6-9 months.