There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be able to handle higher rates for a sustained period of time?
Alfonso & Andreas then walk through the best risk and reward trades in markets right now. To hear all this and more, you'll have to tune in!
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Referenced In The Show:
US Housing Market Posts $2.3 Trillion Drop, Biggest Since 2008: https://www.bloomberg.com/news/articles/2023-02-22/us-housing-market-posts-2-3-trillion-drop-biggest-since-2008
(00:39) What Is Happening In China?
(05:42) Japan Finally Has... Inflation?!
(11:26) Hard Landing, Soft Landing or No Landing?
(16:26) U.S Housing Market Drops The Most Since 2008
(24:50) Can The Economy Handle Sustained 5% Rates?
(34:04) The Risk vs Reward For Markets
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.