Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Forward Guidance
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Analyzing Economic Indicators and FX Markets
The chapter delves into predicting negative payroll numbers and comparing the effectiveness of using PMIs versus PPIs as economic indicators. It discusses the impact of economic conditions on bond trades, challenges faced during the pandemic, and the potential implications of interest rate differentials on global economies. The conversation also touches on currency trading dynamics, interest rate differentials between China and the US, and the use of options in FX markets.
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