New All-Time Highs Are Here: Now What?
From The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly
April 17, 2026 · 37 min
About this episode
Alf and Brent discuss the framework for an Iran-US deal and its implications for rates, currencies, and equity markets.
To reach out to Alf: alf@palinurocapital.com To reach out to Brent: bdonnelly@spectramarkets.com Alf and Brent discuss the framework for an Iran-US deal, and how to approach rates, currencies and equity markets for the foreseeable future.
People in this episode
Hosts: Alfonso Peccatiello, Brent Donnelly
Topics covered
- Iran-US deal
- rates
- currencies
- equity markets
- financial framework
Keywords
- Iran-US deal
- rates
- currencies
- equity markets
- financial strategy
Mentioned in this episode
Places: Iran, US
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