The Everything SuperCycle?
From The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly
January 9, 2026 · 38 min
About this episode
Alf and Brent discuss various macro asset classes and the Fed's reaction function in the first episode of 2026.
To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In the first TMTF episode of 2026, Alf and Brent discuss every single macro asset class under the sun: equities, bonds, currencies and commodities. The duo also talks about the reaction function of the Fed, and a few idiosyncratic ideas.
People in this episode
Hosts: Alfonso Peccatiello, Brent Donnelly
Topics covered
- macro asset classes
- equities
- bonds
- currencies
- commodities
- Fed reaction function
- idiosyncratic ideas
Keywords
- macro
- equities
- bonds
- currencies
- commodities
- Fed
- supercycle
Mentioned in this episode
Organizations: Fed
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