On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023.
Reflecting on the best trades of the year, Andreas and Alfonso remember the greatest trades put forward by our guests in 2022. Turning to 2023, just how will the events of 2022 shape the global macro picture? We dive into the equity market outlook, what the liquidity cycle is telling us and finally, Andreas and Alfonso share their actionable trade ideas. To hear all this and more, you'll have to tune in!
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Timestamps:
00:00 Introduction
01:37 2022: A Year In Review
04:35 The Best Trades In 2022 On The Macro Trading Floor
10:22 A 2023 Global Macro Outlook
17:59 The U.S & European Business Cycle
20:22 “Curve Ad”
21:32 The U.S & European Business Cycle
28:52 Equity Market's In 2023
35:07 The Liquidity Cycle In 2023
39:44 Higher, Or Lower?
43:15 The Best Trade For The New Year
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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.
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