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21min chapter
The World’s Greatest Carry Trade May About To Be Unwound | Nicholas Glinsman
Forward Guidance
Likelihood of Fed cutting rates in March
The speakers discuss the current state of the economy and the likelihood of the Federal Reserve cutting rates in March. They examine various factors such as unemployment, CPI, and financial conditions, and mention that the market is pricing in a few more Fed cuts. They also emphasize the importance of behavioral economic analysis and highlight the expected increase in consumer spending during the holiday season.
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