
Dario Perkins: These Central Banks Better Pivot Fast
The Macro Trading Floor
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.