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BARBELLINSIGHTS

Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP – Forward Guidance

How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP

Date: 12/28/2024Podcast: Forward GuidanceForward Guidance↗

Mentioned

Federal Reserve $EUR $SPX $BTC Jerome Powell

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$JPM

Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

DS5SOFR— Donnie is focusing on finding opportunities to go long the 5-year SOFR futures contract in the coming year, indicating a bullish stance on this specific interest rate product.
SOFR— Donnie expresses a strong preference for trading SOFR futures when there is an active Federal Reserve, suggesting potential opportunities in this market.
BONDS— David believes that the Fed's hawkish stance will help control inflation, potentially leading to increased demand for bonds.
ES— Donnie implies a bullish stance on S&P 500 futures (ES) based on the expectation of continued fiscal stimulus and lack of fiscal restraint.

Not investment advice.