Macro Hive Conversations With Bilal Hafeez cover image

Ep. 217: Mustafa Chowdhury on Surging Wealth, Hidden Bond Buyers and Fed Mistakes

Macro Hive Conversations With Bilal Hafeez

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app