Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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Joined June 2022
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The asymmetric trade right now may now be dovish.
If rate hikes do not materialize, SOFR has to price them out. Even if Fed simply stays flat, that becomes a passive easing impulse.
The point is not that cuts must arrive immediately. It is that max hawkishness may already be in the price with two hikes.
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