On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week from the Bank of England announcing emergency gilt market operations, recent volatility in currency markets & the Nord Stream gas leak.
With so much happening in currencies as the US dollar continues marching higher, Alfonso & Andreas take the time to highlight the key indicators to look at in FX markets. Just how are indicators such as inflation, energy & interest rates effecting currencies around the world? Finally, Andreas and Alfonso highlight the good, bad & safe haven currencies with an 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 https://goto.saxo/macrofx
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Referenced In The Show:
Bank of England announces gilt market operation https://www.bankofengland.co.uk/news/2022/september/bank-of-england-anno...
Bank of England launches £65bn move to calm markets https://www.ft.com/content/756e81d1-b2a6-4580-9054-206386353c4e
Nord Stream gas leak continues to bubble in the Baltic Sea as EU diplomat suspects sabotage https://news.sky.com/video/nord-stream-gas-leak-continues-to-bubble-in-t...
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00:00 Introduction
01:18 Bank of England Announces Gilt Market Operation
05:09 Risks In European Bond Markets
09:12 What Does This Mean For Markets?
12:15 Feature Interview With Andreas
13:22 The Bull Case For Risk Assets
19:31 What Options Do Central Banks Have?
24:38 Andreas' Actionable Trade Idea
29:17 Feature Interview With Alfonso
31:44 Geopolitical Risk In The Baltic Sea
37:01 The Strongest & Weakest Global Currencies
40:56 Alfonso’s Actionable Trade Ideas
43:13 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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