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Show Notes
In this episode, Alf and Brent discuss how cross-asset pricing in bonds, FX and equity markets has rapidly changed in August and compare it with the hard economic reality: are there opportunities to be exploited? They then make a deep dive on the US Dollar, and finally cover a crucial trading framework topic: when and how to use options instead of linear structures to put up macro trades?
FREE TRIAL to Alf's Institutional Macro Research: https://www.tinyurl.com/FreeTrialResearch
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Brent's dedicated piece on options vs linear trades: https://50in50.substack.com/p/trade-6-options-or-cash
Transcript link here: https://www.spectramarkets.com/the-macro-trading-floor-transcript-23-august-2024/