Alf and Brent discuss the most recent US macro data releases: the hurricane impacted jobless claims, and core inflation has surprised to the upside. Trump now seems to decidedly lead the polls, and his policies could be inflationary. Did the Fed make a mistake by cutting 50 bps? The duo also discusses the Saturday Chinese fiscal press conference, and how to handle seasonality in your trading framework.

Alf's Macro Research Trial (Free): https://forms.gle/6azecq2XhMW2ZFXa8

Brent's Newsletter: https://www.spectramarkets.com/

Transcript: https://www.spectramarkets.com/tmtf-transcript-11oct24/

Ver todos los episodios