Macro Hive Conversations With Bilal Hafeez cover image

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Macro Hive Conversations With Bilal Hafeez

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FX and G10: Dollar, UK Gilts, Japan Dynamics

Jon outlines a bearish dollar view (long EUR/USD), the binary UK autumn budget risk for gilts, and political shifts in Japan that could alter BOJ policy and yields.

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