Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
Telegram:
加入 June 2022
105 正在關注 27.7K 粉絲
“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.
顯示更多
