The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
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New All-Time Highs Are Here: Now What?
37 minutes
Posted Apr 17, 2026 at 4:23 pm.
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To reach out to Alf:
[email protected]
To reach out to Brent:
[email protected]
Alf and Brent discuss the framework for an Iran-US deal, and how to approach rates, currencies and equity markets for the foreseeable future.
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Frameworks To Trade The Hormuz Crisis
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Macro Investing In A Post-Hormuz World
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