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Dario Perkins: These Central Banks Better Pivot Fast

The Macro Trading Floor

CHAPTER

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.

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