On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Nick Stadtmiller Director of Emerging Markets Strategy at Medley Advisors.
With an expertise in emerging markets, Nick joins the show for a discussion on the macro forces driving EM's. From global inflation rates to the rising U.S Dollar's effect on EM currencies, Nick provides a region by region walkthrough of all the strongest and weakest emerging market's you can't afford to not pay attention too.
Finally, Nick shares his actionable trade idea, but to hear that, you'll have to tune in!
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This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at goto.saxo/macrofx
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DAS:
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Timestamps:
00:00 Introduction
02:01 Breaking Down The CPI Report
08:46 The Liquidty Cycle
10:15 DAS NY
12:51 Feature Interview with Nick Stadtmiller
14:35 Market Reaction To Lower Inflation
18:05 The U.S Dollar
22:18 What Is Happening In Emerging Markets?
28:40 China
38:00 Nick's Actionable Trade Idea
43:25 Post Interview: Final Thoughts
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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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