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A New Fed Put?
Manage episode 416205574 series 3338244
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a new Fed Put this week.
Link to Brent's favorite podcast this week: https://pod.link/1594407589/episode/48072fb61a2a4cd1bf4fbbf9dff7e555
77 episodes
Manage episode 416205574 series 3338244
Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a new Fed Put this week.
Link to Brent's favorite podcast this week: https://pod.link/1594407589/episode/48072fb61a2a4cd1bf4fbbf9dff7e555
77 episodes
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