The Macro Trading Floor cover image

Dario Perkins: These Central Banks Better Pivot Fast

The Macro Trading Floor

00:00

Central Banks' Cautious Approach and Market Disconnect

The chapter explores the cautious strategies of central banks like the Swiss National Bank and the possible shift in monetary policy due to economic improvements. It delves into the challenges of forecasting market outcomes and the divergence of market sentiment from expected results. Additionally, it discusses the disconnect between investors' focus on asset prices and central bankers' focus on economic indicators, highlighting potential risks and strategies for navigating the financial landscape.

Transcript
Play full episode

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