Patrick Perret-Green: China Will Export Deflation, The U.S. Labor Market Is Softening (For Real This Time)
Forward Guidance
00:00
Analyzing Economic Scenarios and Financial Market Trends
The speakers examine the stock market's reaction to a potential soft landing in the current economic climate, discussing the Fed's tapering on treasuries and liquidity in the market. They delve into various financial topics such as foreign exchange trading, liquidity levels, and risks associated with trading positions in Treasuries, emphasizing the importance of monitoring reserves and the impact of the COVID-19 pandemic on the market.
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