A 2023 Global Macro Outlook | Alfonso Peccatiello & Andreas Steno Larsen
On today's episode of "The Macro Trading Floor," Andreas and Alfonso look back at 2022, before sharing their global macro outlook for 2023.
Reflecting on the best trades of the year, Andreas and Alfonso remember the greatest trades put forward by our guests in 2022. Turning to 2023, just how will the events of 2022 shape the global macro picture? We dive into the equity market outlook, what the liquidity cycle is telling us and finally, Andreas and Alfonso share their actionable trade ideas. To hear all this and more, you'll have to tune in!
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(01:37) 2022: A Year In Review
(04:35) The Best Trades In 2022 On The Macro Trading Floor
(10:22) A 2023 Global Macro Outlook
(17:59) The U.S & European Business Cycle
(20:22) “Curve Ad”
(21:32) The U.S & European Business Cycle
(28:52) Equity Market's In 2023
(35:07) The Liquidity Cycle In 2023
(39:44) Higher, Or Lower?
(43:15) The Best Trade For The New Year
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.