On today's episode of "The Macro Trading Floor," Alfonso and Andreas are joined by Dario Perkins Managing Director, Global Macro at TS Lombard. Drawing parallels between today and the 1970's, Dario walks us through his macro framework as global economies face inflation, recession & structural demographic issues.
As China also faces continued lockdowns, Europe struggles with it's worst cost of living crisis since the 1940's and the U.S undertakes its rapid tightening of financial conditions Dario predicts a very ugly outlook over the next 3-6 months. How will this macro environment influence Dario's actionable trade idea, to hear that, you'll have to tune in!
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Referenced In The Show:
Powell Says Fed Has Resolve to Bring U.S. Inflation Down:
https://www.wsj.com/articles/feds-powell-to-take-wsj-questions-on-inflat...
Let The Macro Polar Stars Guide You: https://themacrocompass.substack.com/p/macro-polar-stars?s=r#details
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Timestamps:
00:00 Introduction
00:13 Top Stories Of The Week
11:12 Feature Interview With Dario Perkins
19:01 Central Bank Reaction Function
23:43 Real Interest Rates
26:27 The Effect Of Demographics On Growth
31:49 Dario's Actionable Trade Idea
38:46 Post Interview: Final Thoughts
46:13 Previous Trade Reviews
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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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