On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles.
Markets have rallied through January with the S&P 500 returning roughly 8% so far in 2023. With the most speculative risk asset's rallying the most, it seems that "animal spirits" are back for investors. Alfonso & Andreas walk through the liquidity backdrop before sharing their actionable trade ideas, but to hear that, you'll have to tune in!
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WisdomTree is a global ETF and ETP sponsor and asset manager founded in 2006 and with a track record of innovation and creating better ways to invest. Today, we offer a broad range of differentiated ETFs and ETPs across equities, thematics, commodities, fixed income, currencies, short and leveraged, and cryptocurrencies with over $80 billion in assets under management. For more information, please visit
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Referenced In The Show:
FX weekly: Get ready for climate QE:
https://corporate.nordea.com/article/49339/fx-weekly-get-ready-for-climate-qe
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Timestamps:
(00:00) Introduction
(01:09) Breaking Down Powell's Comments
(07:14) It's All About Liquidity
(10:30) “Curve Ad”
(11:40) It's All About Liquidity
(12:33) One Of Lagarde's Worst ECB Press Conferences
(22:00) “Wisdom Tree Ad”
(22:33) Actionable Trade Ideas
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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.