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20min chapter
Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High
Forward Guidance
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode