On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso discuss the top stories of the week before offering up their very own trade idea for manoeuvring this environment. With all eyes on the Bank of Japan as they fiercely defend their yield curve control, many investors are worried about something breaking in Japan. Alfonso highlights that "the only entity that can break something in Japan, is Japan itself".
Just how will Kuroda and the BoJ be forced react to a weakening Yen, surging yields and increasing pressure from the bond vigilantes. To find out, you'll just have to tune in!
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Referenced In The Show:
Jerome Powell Takes a Pounding: https://www.wsj.com/articles/jerome-powell-takes-a-pounding-11655936900
The Bank of Japan will not be bullied: https://www.ft.com/content/cc054493-8339-4c53-a60c-a413b05404f9
The New York Fed DSGE Model Forecast—June 2022: https://libertystreeteconomics.newyorkfed.org/2022/06/the-new-york-fed-d...
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Timestamps:
00:00 Introduction
00:33 Top Stories Of The Week
07:33 Bank Of Japan Will Not Be Bullied
12:06 Feature Interview With Andreas
12:38 What The Heck Is Going On With The BoJ?
20:31 Andreas' Actionable Trade Idea
27:36 Feature Interview With Alfonso
30:48 Heading For An Earnings Recession
37:13) Alfonso's Actionable Trade Idea
42:27) 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.
