Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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参加 June 2022
105 フォロー中 27.7K ファン
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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