The Next Big Macro Trade

Markets are caught between cross currents, and the thesis for a stronger USD / sticky inflation seems as valid as the thesis for gentle disinflation / slower growth. Brent and Alf discuss what the next big macro trade could be.

Transcript: spectramarkets.com/tmtf-transcript-20feb25 (emea01.safelinks.protection.outlook.com/?url=h…)