5min chapter

Forward Guidance cover image

No Clear Sign Of Recession Yet, Says Nick Reece

Forward Guidance

CHAPTER

The Futures of the Eurodollar Futures

The Tina effect that was such a big tailwind to stocks through the 2010s is less of an impact now. In terms of bonds, I think based on what I'm saying about the Fed tightening cycle, whether it's a mid cycle slowdown or a recession, I think Eurodollar futures are potentially relatively attractive here. If we're reverting to some kind of period that's more like the earlier part of the 20th century, which is a concerning thought generally, then there really is no place like home if home is the United States.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode