Alex Krüger
@krugermacro
🇦🇷 Economist. Trader. Advisory. Sharing views on global markets.
加入 March 2012
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Core CPI came in hot. Fed hike odds are up (85% priced in by now). Curve flattening: long bonds liking the upcoming hike.
Warsh will hike next week. He will deliver what the market expects, and build up reputational cache.
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