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Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

Forward Guidance

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Market Expectations and Interest Rate Volatility

The chapter discusses the market's expectation of the Federal Reserve's dovishness, interest rate volatility, and the impact of the upcoming election year. They highlight the skew towards downside probabilities in options pricing and implied volatilities, and discuss a trading strategy involving long inflation break evens and shorting nominal bonds.

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