Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes
Macro Hive Conversations With Bilal Hafeez
Navigating Volatility and Positioning Strategies in a Dynamic Market Environment
Exploring the dynamics of interest rates, this chapter discusses the likelihood of elevated front-end rates, potential curve inversion, and the impact of market perception on volatility. Insights are shared on trading strategies, risk asset positions, and the trajectory of US yields amid factors like de-globalization and increased government borrowing needs.
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