Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
Forward Guidance
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The Effects of Credit Impulse on the Credit Markets
Hugh Grant: Your measure of credit impulse suggests that global markets are experiencing a sharp tightening in financial conditions. What did you mean by this? And what are the potential knock-on effects for the different asset classes? Hugh Grant: We have all these macro factors as inputs to our model, and we look at them all in Z score terms.
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