
TINA's Dead and Bonds Are Back
What Goes Up
Is Chair Powell Going to Be a Little More Hawkish?
Gargi: I think next week will probably be all about inflation. As of right now, the market is expecting again, one more week-ish CPI print. So if we get another 0.4 or even a strong 0.3 with a strong core X shelter, that could negatively impact risk sentiment. Gargi: The idea that we're already pricing in some cuts for the end of 2023 is a little bit optimistic. We let the monetary policy and its lag effects work.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.