AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
The Fed Will Break Inflation's Back, No Matter What | Teddy Vallee
The Macro Trading Floor
The European Bond Market
The underlying dynamics for which the trad should work are roughly me if tady is right, and it iscust about slowing growth. He has a quite sanguine view on inflactions lowing down. Where he thinks ultimately we're going to land anywhere between three and four%. That's his view, which kind of reflects inflation swaps out there. Thinkhes is even talking about somethinga ter than wat. Inflation swaps are ready prizing in andres. And that is a lag that adds to the normal growth story that we hear the whole time.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode