Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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가입 June 2022
105 팔로잉 중 27.7K 팬
“We’ve hit max asymmetric hawkishness.”
@fejau_inc explains with two hikes already priced into the curve, the asymmetric trade is around cuts.
Even if the Fed stays flat, that is still a passive ease where SOFR has to price out hikes.
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