The Macro Trading Floor
The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
''Run It Hot'': The Comeback?
28 minutes Posted Nov 14, 2025 at 3:19 pm.
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Show notes
Alf and Brent discuss the resurgence of the ''run it hot'' trade: Trump floating around new fiscal stimulus and government reopening odds seem to have revived the trade. How to best approach markets going forward?
Want to reach out to Alf or Brent?
Alfonso Peccatiello on Bloomberg chat, or [email protected]
Brent Donnelly on Bloomberg chat, or [email protected]