Unusual Whales cover image

Unusual Whales Pod #11: 2.6% GDP, the American economy at large, and risks in the Treasury market

Unusual Whales

00:00

The Dollar Is Coming Off It's Early Morning Highs Following the GDP Release

A strong dollar just means it makes it more cost prohibitive to hedge those the overseas investments in US assets and so potentially it reduces the demand. I think a sort of dollar funding squeeze is somewhat mitigated by coordinated central bank action but it does make it more Cost prohibitive the further the dollar strengthens especially when it the implications are is that central banks develop at least about market central banks aren't keeping up with the Fed as in terms of staying ahead of the inflation curve.

Play episode from 45:57
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