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Pod 20: March FOMC, Banking Collapses, Jerome Powell, 25 bps, and the Fed Navigating Sticky Inflation

Unusual Whales

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The Fed Leaving Us Naked Does 25 Bips Continue This D Robbing?

The Fed at the end of the day is providing liquidity short dated and on the tail, while trying to take economic liquidity out of the market. I think we're saying things are probably more like last week. The positioning, which we have talked about we're all talking kind of macro gear. That's ultimately a trade we haven't seen work in any meaningful way for some any meaningful amount of time. Look like you're having some breaking up with connection there, Jim,. See if we can wait for that to level off a bit.

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