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The Macro Trading Floor

What If The Fed Made a Mistake?

Freitag, 11. Oktober 2024 · 39 min

MP3

Shownotes

Alf and Brent discuss the most recent US macro data releases: the hurricane impacted jobless claims, and core inflation has surprised to the upside. Trump now seems to decidedly lead the polls, and his policies could be inflationary. Did the Fed make a mistake by cutting 50 bps? The duo also discusses the Saturday Chinese fiscal press conference, and how to handle seasonality in your trading framework.

Alf's Macro Research Trial (Free): forms.gle/6azecq2XhMW2ZFXa8 (emea01.safelinks.protection.outlook.com/?url=h…)

Brent's Newsletter: emea01.safelinks.protection.outlook.com/?url=h…

Transcript: spectramarkets.com/tmtf-transcript-11oct24 (emea01.safelinks.protection.outlook.com/?url=h…)

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