A Trade For The U.S Dollar's Reversal | Julian Brigden

A Trade For The U.S Dollar's Reversal | Julian Brigden

1 Stunde 1 Minute
Podcast
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A unique financial markets podcast hosted by two young European macro stars that not only delivers insightful macro content, but also actionable investment ideas to investors across the world.

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vor 1 Jahr
On today’s episode of “The Macro Trading Floor,” Andreas and
Alfonso welcome Julian Brigden Co-Founder of MI2 Partners. Making
the statement that "macro is back with a vengeance", Julian joins
the show for a wide ranging discussion on inflation, misconceptions
in the yield curve inversion, the factors driving an equity bear
market and the U.S Dollar's structural decline. Expecting a
structural rise in yields, Julian takes us back 800 years quoting a
research piece by the BoE that identified all major trend reversals
in bond bull markets being caused by either a pandemic or war. Just
how will this new regime shift Julian expects effect his actionable
trade idea? To find out, you'll have to tune in! -- Follow Julian:
https://twitter.com/JulianMI2 Follow Andreas:
https://twitter.com/AndreasSteno Follow Alfonso:
https://twitter.com/MacroAlf Follow Blockworks:
https://twitter.com/Blockworks_ Subscribe To The Macro Compass:
https://themacrocompass.substack.com/ Subscribe To Stenos Signals:
https://andreassteno.substack.com/ Get top market insights and the
latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://blockworks.co/newsletter/ -- Referenced In The Show: So,
Recession?:
https://themacrocompass.substack.com/p/recession#details 
Summary of Economic Projections:
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20220615.pdf 
Lagarde plays down recession risks, says ECB is ready to 'move
faster' on rates if needed.
https://www.cnbc.com/2022/06/28/ecb-lagarde-plays-down-recession-risks-at-sintra-forum.html
The current bond bull market is the longest in more than 500 years
https://www.businessinsider.com/bank-of-england-paper-on-bond-bull-markets-through-the-years-2017-10?op=1&r=US&IR=T
Bretton Woods III:
https://static.bullionstar.com/blogs/uploads/2022/03/Bretton-Woods-III-Zoltan-Pozsar.pdf
-- Timestamps: (00:00) Introduction (01:01) Top Stories Of The Week
(06:53) Can the Fed pivot? (13:59) Feature Interview With Julian
Brigden (23:59) The Labor Market (29:03) Will the Fed turn dovish?
(34:44) The U.S. Dollar vs Equities (39:24) Julian's Actionable
Trade Idea (46:01) Post Interview: Final Thoughts (51:29) The Role
of the US Dollar -- Disclaimer: Nothing discussed on The Macro
Trading Floor should be considered as investment advice. Please
always do your own research & speak to a financial advisor
before thinking about, thinking about putting your money into these
crazy markets.

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