Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades
Macro Hive Conversations With Bilal Hafeez
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The Fed's Interest Rate Cuts
"I don't have many. I have some dollar Brazil, but I didn't do a great job," he says. "I should have right after the election done them way longer." He doesn't think the Fed is actually going to be cutting rates as much as the market assumes. 'I just don't see inflation dropping rapidly enough for that to happen'
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