About this episode

Alf and Brent discuss the significant market reaction to Warsh's press conference and the implications for the bond market.

Alf and Brent discuss the significant market reaction to Warsh's press conference: the Fed handed over the keys to the bond market, and now Bond Vigilantes are in charge until data comes in to set the direction straight for everyone. How to handle such a market environment?

More episodes of The Macro Trading Floor

• On Bessent, Gold & Idiosyncratic Trades · August 28, 2026 · 36 min
• On Sizing Options, The Fed and The JPY · August 9, 2026 · 37 min

Explore listener stats, chart rankings, contacts and more on the The Macro Trading Floor podcast page.