Listen "A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen"
Episode Synopsis
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! -- Follow Andreas: https://twitter.com/AndreasSteno Follow Alf: https://twitter.com/MacroAlf Follow Blockworks: https://twitter.com/Blockworks_ Subscribe To The Macro Compass: https://themacrocompass.substack.com/ Subscribe To Stenos Signals: https://andreassteno.substack.com/ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®️, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_macro_trading, you'll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- 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 -- 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.
More episodes of the podcast The Macro Trading Floor
More Pain Ahead Or Buy The Dip?
23/11/2025
''Run It Hot'': The Comeback?
14/11/2025
We Have A Deal: Now What?
31/10/2025
Momentum Shock: What Next For Markets?
23/10/2025
Gold & Cockroaches
17/10/2025
Buy The Bubble or Watch It Burst?
10/10/2025
Cracks In The US Labor Market - What Next?
06/09/2025
The Truth Behind Fiscal Dominance
29/08/2025
Run It Hot Hot Hot
23/08/2025
Is The Fed Ready To Capitulate Dovish?
08/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.