A Contrarian Macro Thesis
Apr 26 2024
Length: 38 mins
Podcast

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A Contrarian Macro Thesis

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Summary
US Q1 Real GDP printed below expectations but still at a respectable 1.6%, and core inflation was hotter than analysts forecast: more fuel on the fire of the reflation theme? Alf and Brent present a contrarian macro thesis instead, and also discuss the odds of a Chinese devaluation and more. Finally, they talk about the pros/cons of using stop losses in tactical macro trading. Enjoy the show!

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Economics Personal Finance Politics & Government

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