Violently Rangebound (guest: Efficient Market Hype)
The Market Huddle
Challenges of Curve Trades and the Lack of Agreement in the Market
This chapter delves into the difficulties faced in curve trades, particularly steepeners, and the absence of consensus in the market. It explores the market's struggle to accurately price nuance and the impact of the Fed's rate cuts. The speakers anticipate a market running ahead and predict a volatile rangebound market for 2024.
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