Macro Voices cover image

MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse

Macro Voices

00:00

The Fed Losing Control of the Treasury Market

The dollar is starting to get more critical mass than you want energy. The treasury market is borderline the Fed losing control of it in terms of dysfunction versus levels we've seen before. If people think they're going to go, "I'm going to wait until the dollar goes to 200 or 160," that's uninvestable.

Play episode from 40:55
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app