The Macro Trading Floor cover image

Inflation Will Fall off A Cliff In 2023 | Warren Pies

The Macro Trading Floor

00:00

Should the Fed Fold Over and Cut Rates?

The European bond market is ripe for quite some action in Q1 next year. The ECB will have an excuse for probably another one to two quarters as a consequence of the European inflation picture lagging. What we see in the US by in between five and six months, historically speaking, it's actually a pretty decent correlation when you test it over a couple of cycles. It's not just now, it's what has happened over the past 20 years. And therefore, as per usual, the European central bank is one of the central banks being late to the game.

Transcript
Play full episode

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