Episode

The New Fed vs The Good Old Bond Market

Podcast
The Macro Trading Floor
Published
Jan 30, 2026
Duration seconds
2234
Processing state
not_requested
Canonical source
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2973505129.mp3
Audio
https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV2973505129.mp3
JSON
/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/the-new-fed-vs-the-good-old-bond-market
Markdown
/podcast/the-macro-trading-floor-5344938/the-new-fed-vs-the-good-old-bond-market.md

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Summary

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent discuss how the appointment of the new Fed Chair could shape the US policy making objective in the bond market. The repercussions on the USD and on the incentive schemes for other large bond market players (e.g. Japanese investors) are not to be underestimated.