Macro Sunday #33 - A new supply shock? Guest: Dario Perkins
Macro Mondays
00:00
Shift in Chinese buying of US dollar assets and trading strategies based on inflation divergence
This chapter discusses the recent US Treasury envoy meetings in China and the Chinese government's shift in buying US dollar assets, exploring the implications and possible contributions to late Q4 volatility. It also mentions trading strategies related to the divergence between dollar and euro inflation and suggests bets on the reflationary curve in the US, along with potential connections to trading copper on the long side.
Transcript
Play full episode
