MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more
Macro Voices
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Is the Fed Done, or Is It Not That Bad?
There's all these, you know, supportive catalysts out there, but at the same time sentiment is so fickle. And when a lot of these loans and a lot of this lending has been concentrated into these key growth drivers for the past 10 years, they really look a lot like kind of a long bonds position. Once you do eventually have to cut here, you're going to have to cut large and cut pretty fast.
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